Plan Ledger DOL Form 5500 · updated monthly

Green Vale School403(b)

GREEN VALE SCHOOL 403(B) DC PLAN RA · OLD BROOKVILLE, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Green Vale School reported $26,300 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,508 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 0.06%. 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 1,501st-largest of 5,648 plans among New York employers on file, and the 1,015th of 3,091 in educational services. In 2024, employees put in $1.78 for every $1.00 the employer contributed; active participation has grown from 95 to 112 since 2022.

Plan summary
Net assets, end of year$43,965,979
Participants with balances227
Active participants112
Employer contributions$504,868
Employee contributions$896,654
Employer contribution per active participant$4,508
Average account balance$193,683
Benefits paid to participants$3,255,956
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.0M · 227 accts · $505K emplr
2023$41.6M · 233 accts · $530K emplr
2022$37.3M · 233 accts · $455K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,300
Total administrative$26,300
Employer contributions to the Green Vale School plan · 2024
Employer contribution per active participant$4,508
Median for plans this size$2,416
2024$4,508 per active participant
2023$5,001 per active participant
2022$4,794 per active participant

Green Vale School's 2024 employer contribution ran above the $2,416 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 · 20242
TIAA$18,318
PLANPILOT, LLC · Investment advisory (plan)$7,650

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$26,300 · 0.06%
2023$27,401 · 0.07%
2022$15,370 · 0.04%
Same employer
Similar plansEducational Services · New York
Roberts Wesleyan University NY$45.0M · 0.27%
Avenues World Holdings, LLC NY$44.9M · 0.36%
Wildwood Programs NY$44.9M · 0.02%
Keuka College NY$44.0M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 111633568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.