Plan Ledger DOL Form 5500 · updated monthly

Curry College403(b)

CURRY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN · MILTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Curry College reported $119,754 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $3,107 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.04% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 337th-largest of 2,726 plans among Massachusetts employers on file, and the 375th of 3,091 in educational services. In 2024, employees put in $1.13 for every $1.00 the employer contributed; active participation has grown from 600 to 669 since 2022.

Plan summary
Net assets, end of year$144,134,277
Participants with balances899
Active participants669
Employer contributions$2,078,363
Employee contributions$2,345,446
Employer contribution per active participant$3,107
Average account balance$160,327
Benefits paid to participants$13,965,544
Plan auditDisclaimer of opinion
AuditorCLIFTONLARSONALLEN (CLA)
Plan history3
Yearassets · accounts · employer contribution
2024$144.1M · 899 accts · $2.1M emplr
2023$136.4M · 806 accts · $663K emplr
2022$131.1M · 798 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,582
Investment management$55,972
Total administrative$119,754
Employer contributions to the Curry College plan · 2024
Employer contribution per active participant$3,107
Median for plans this size$3,635
2024$3,107 per active participant
2023$1,233 per active participant
2022$3,184 per active participant

Curry College's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FIDUCIENT ADVISORS LLC$37,394
THE ANGELL PENSION GROUP INC.$15,578
CHRISTINE M MENARDindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$119,754 · 0.09%
2023$21,098 · 0.02%
2022$54,366 · 0.04%
Same employer
Similar plansEducational Services · Massachusetts
Milton Academy MA$155.8M · 0.09%
McPhs University MA$150.2M · 0.06%
Assumption University MA$146.2M · 0.13%
Noble and Greenough School MA$144.5M · 0.06%
Ef Travel, Inc. MA$139.3M · 0.20%
Trustees of Emmanuel College MA$121.6M · 0.13%
Endicott College MA$116.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042199867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.