Plan Ledger DOL Form 5500 · updated monthly

Greenwich Academy, Inc.403(b)

GREENWICH ACADEMY INC DEFINED CONTRIBUTION RETIREMENT PLAN · GREENWICH, CT · plan year 2025

Reported admin expense ratio · 2025
0.04%

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

Greenwich Academy, Inc. reported $51,681 in plan administrative expenses for 2025: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,977 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 3 years on file its reported administrative ratio rose from 0.03% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other educational services employers. By assets it is the 145th-largest of 1,106 plans among Connecticut employers on file, and the 409th of 3,091 in educational services. In 2025, employees put in $1.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$134,844,577
Participants with balances533
Active participants220
Employer contributions$2,194,986
Employee contributions$2,645,572
Employer contribution per active participant$9,977
Average account balance$252,992
Benefits paid to participants$7,581,670
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$134.8M · 533 accts · $2.2M emplr
2024$120.1M · 528 accts · $2.1M emplr
2023$108.0M · 531 accts · $2.1M emplr
2022$93.1M · 525 accts · $2.0M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$51,681
Total administrative$51,681
Employer contributions to the Greenwich Academy, Inc. plan · 2025
Employer contribution per active participant$9,977
Median for plans this size$4,093
2025$9,977 per active participant
2024$8,774 per active participant
2023$8,558 per active participant
2022$8,149 per active participant

Greenwich Academy, Inc.'s 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
TIAA$52,281

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

Administrative cost history4
2025$51,681 · 0.04%
2024$45,471 · 0.04%
2023$35,663 · 0.04%
2022$28,057 · 0.03%
Same employer
Similar plansEducational Services · Connecticut
The Hotchkiss School CT$183.9M · 0.09%
Greenwich Country Day School CT$143.0M · 0.01%
University of Saint Joseph CT$136.4M · 0.19%
Loomis Chaffee School CT$126.4M · 0.02%
The Taft School CT$120.9M · 0.09%
Aifs, Inc. CT$106.9M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 060653118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.