Plan Ledger DOL Form 5500 · updated monthly

Goddard College403(b)

GODDARD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN · PLAINFIELD, VT · plan year 2023

Reported admin expense ratio · 2023
0.00%

Goddard College reported $175 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. 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 has held roughly steady near 0.001%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Vermont (127th of 230), and 1,891st of 3,091 in educational services. active participation has shrunk from 107 to 28 since 2022.

Plan summary
Net assets, end of year$13,468,303
Participants with balances219
Active participants28
Employer contributions—
Employee contributions$87,874
Employer contribution per active participant—
Average account balance$61,499
Benefits paid to participants$1,206,986
Plan auditUnmodified (clean) audit opinion
AuditorMCSOLEY MCCOY & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$13.5M · 219 accts
2022$13.2M · 229 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$175
Total administrative$175
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
TIAA · Loan processing$175

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

Administrative cost history3
2024Not separately reported
2023$175 · 0.00%
2022$175 · 0.00%
Similar plansEducational Services · Vermont
The Putney School VT$21.2M · 0.12%
Vermont Academy VT$18.8M · 0.01%
Lyndon Institute VT$6.4M · 0.26%
Vermont Adult Learning VT$4.3M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030179419 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.