Plan Ledger DOL Form 5500 · updated monthly

Hamden Hall School, Inc.403(b)

TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL · HAMDEN, CT · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Hamden Hall School, Inc. reported $76,835 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $4,731 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 0.12% to 0.15%. 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 302nd-largest of 1,106 plans among Connecticut employers on file, and the 896th of 3,091 in educational services. In 2024, the employer put in $1.04 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$50,972,192
Participants with balances249
Active participants164
Employer contributions$775,858
Employee contributions$743,462
Employer contribution per active participant$4,731
Average account balance$204,708
Benefits paid to participants$4,070,617
Plan auditUnmodified (clean) audit opinion
AuditorSKP ACCOUNTANTS AND ADVISORS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$51.0M · 249 accts · $776K emplr
2023$48.4M · 237 accts · $637K emplr
2022$43.6M · 233 accts · $603K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,835
Total administrative$76,835
Employer contributions to the Hamden Hall School, Inc. plan · 2024
Employer contribution per active participant$4,731
Median for plans this size$2,416
2024$4,731 per active participant
2023$4,276 per active participant
2022$4,019 per active participant

Hamden Hall School, Inc.'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 · 20243
TIAA · Insurance services$38,819
SKP ACCOUNTANTS & ADVISORS LLC · Accounting / audit$9,700
KESTRA ADVISORY SERVICES LLC$28,000

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$76,835 · 0.15%
2023$55,499 · 0.12%
2022$57,079 · 0.12%
Similar plansEducational Services · Connecticut
King School, Inc. CT$58.8M · 0.13%
Avon Old Farms School, Inc. CT$56.2M · 0.05%
Pomfret School CT$55.6M · 0.21%
Suffield Academy CT$53.9M · 0.07%
St. Lukes Foundation, Inc. CT$49.0M · 0.05%
Albertus Magnus College CT$48.1M · 0.05%
Salisbury School CT$43.4M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060662137 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.