Plan Ledger DOL Form 5500 · updated monthly

Fort Worth Country Day School403(b)

FORT WORTH COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Fort Worth Country Day School reported $121,771 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $3,570 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 0.16% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,133rd-largest of 5,688 plans among Texas employers on file, and the 984th of 3,091 in educational services. In 2024, employees put in $1.31 for every $1.00 the employer contributed; active participation has grown from 225 to 357 since 2022.

Plan summary
Net assets, end of year$45,646,622
Participants with balances441
Active participants357
Employer contributions$1,274,580
Employee contributions$1,675,676
Employer contribution per active participant$3,570
Average account balance$103,507
Benefits paid to participants$4,770,687
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.6M · 441 accts · $1.3M emplr
2023$43.2M · 408 accts · $1.2M emplr
2022$41.5M · 411 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$121,771
Total administrative$121,771
Employer contributions to the Fort Worth Country Day School plan · 2024
Employer contribution per active participant$3,570
Median for plans this size$2,416
2024$3,570 per active participant
2023$5,515 per active participant
2022$4,999 per active participant

Fort Worth Country Day School's 2024 employer contribution ran above the $2,416 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 · 20245
PRINCIPAL LIFE INSURANCE CO · Contract administrator$121,771
CAPTRUST · Investment advisory (plan)indirect comp
FORT WORTH COUNTRY DAY SCHOOL · Other servicesindirect comp
ONEDIGITAL TOPCO LLC · Other servicesindirect comp
RESOURCES INVESTMENT ADVISORS LLC · Contract administratorindirect 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$121,771 · 0.27%
2023$106,093 · 0.25%
2022$63,352 · 0.16%
Same employer
Similar plansEducational Services · Texas
The John Cooper School TX$47.4M · 0.17%
Barbri, Inc. TX$46.9M · 0.02%
Trinity Valley School TX$41.6M · 0.22%
Parish Episcopal School TX$40.3M · 0.29%
Texas Wesleyan University TX$38.5M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751085363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.