Plan Ledger DOL Form 5500 · updated monthly

Hackley School403(b)

HACKLEY SCHOOL 403(B) DC AND TDA PLAN · TARRYTOWN, NY · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Hackley School reported $167,921 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $7,020 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 0.11% to 0.16%. 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 740th-largest of 5,648 plans among New York employers on file, and the 488th of 3,091 in educational services. In 2024, employees put in $1.08 for every $1.00 the employer contributed; active participation has grown from 221 to 265 since 2022.

Plan summary
Net assets, end of year$109,066,216
Participants with balances492
Active participants265
Employer contributions$1,860,175
Employee contributions$2,015,901
Employer contribution per active participant$7,020
Average account balance$221,679
Benefits paid to participants$5,137,946
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$109.1M · 492 accts · $1.9M emplr
2023$97.0M · 497 accts · $1.8M emplr
2022$82.6M · 501 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,682
Investment management$21,525
Audit (IQPA)$43,524
Total administrative$167,921
Employer contributions to the Hackley School plan · 2024
Employer contribution per active participant$7,020
Median for plans this size$3,635
2024$7,020 per active participant
2023$6,488 per active participant
2022$8,413 per active participant

Hackley 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 · 20244
TIAA-TEACHERS INSUR & ANNUITY ASSOC · Recordkeeping · Loan processing$80,682
EISNER AMPER LLP · Accounting / audit$43,524
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$21,525
SCHULTE ROTH & ZABEL LLP · Legal$19,190

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$167,921 · 0.16%
2023$84,262 · 0.09%
2022$92,680 · 0.11%
Same employer
Similar plansEducational Services · New York
Marymount Manhattan College NY$112.8M · 0.04%
Saint Anns School NY$110.2M · 0.14%
Rye Country Day School NY$108.0M · 0.15%
The Chapin School LTD. NY$107.7M · 0.09%
Poly Prep Country Day School NY$103.0M · 0.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 131740452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.