Plan Ledger DOL Form 5500 · updated monthly

Ethical Culture Fieldston School403(b)

ETHICAL CULTURE FIELDSTON SCHOOL DEFINED CONTRIBUT ION RETIREMENT PLAN AND ETHICAL CULTURE FIELDSTON SCHOOL TAX DEFERRED ANNUITY PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Ethical Culture Fieldston School reported $74,822 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,371 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 fell from 0.05% to 0.04%. 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 460th-largest of 5,648 plans among New York employers on file, and the 271st of 3,091 in educational services. In 2024, the employer put in $1.05 for every $1.00 employees contributed themselves; active participation has shrunk from 435 to 388 since 2022.

Plan summary
Net assets, end of year$206,268,558
Participants with balances904
Active participants388
Employer contributions$4,023,916
Employee contributions$3,839,032
Employer contribution per active participant$10,371
Average account balance$228,173
Benefits paid to participants$11,821,171
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$206.3M · 904 accts · $4.0M emplr
2023$187.3M · 921 accts · $3.8M emplr
2022$163.6M · 999 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,572
Investment management$8,400
Total administrative$74,822
Employer contributions to the Ethical Culture Fieldston School plan · 2024
Employer contribution per active participant$10,371
Median for plans this size$3,635
2024$10,371 per active participant
2023$8,959 per active participant
2022$8,619 per active participant

Ethical Culture Fieldston School's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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 · 20243
TIAA · Recordkeeping · Pension consulting$48,572
EISNERAMPER LLP · Accounting / audit$17,850
PLANPILOT, LLC · Investment advisory (plan)$8,400

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

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$74,822 · 0.04%
2023$53,819 · 0.03%
2022$87,485 · 0.05%
Same employer
Similar plansEducational Services · New York
Teach for America, Inc. NY$223.9M · 0.18%
Le Moyne College NY$222.7M · 0.05%
Sarah Lawrence College NY$213.4M · 0.03%
St. John Fisher University NY$197.7M · 0.04%
Brooklyn Law School NY$191.6M · 0.10%
Niagara Univeristy NY$181.3M · 0.05%
The Juilliard School NY$179.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133862529 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.