Plan Ledger DOL Form 5500 · updated monthly

Henry Viscardi School403(b)

HENRY VISCARDI SCHOOL DEFINED CONTRIBUTION PLAN · ALBERTSON, NY · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Henry Viscardi School reported $19,662 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,471 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 fell from 0.05% to 0.04%. 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 1,291st-largest of 5,648 plans among New York employers on file, and the 862nd of 3,091 in educational services. In 2024, employees put in $1.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$54,269,290
Participants with balances248
Active participants167
Employer contributions$245,608
Employee contributions$303,151
Employer contribution per active participant$1,471
Average account balance$218,828
Benefits paid to participants$1,801,871
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$54.3M · 248 accts · $246K emplr
2023$49.8M · 247 accts · $272K emplr
2022$47.6M · 254 accts · $311K emplr
Administrative expenses, itemized · 2024
Investment management$19,378
Total administrative$19,662
Employer contributions to the Henry Viscardi School plan · 2024
Employer contribution per active participant$1,471
Median for plans this size$3,635
2024$1,471 per active participant
2023$1,566 per active participant
2022$1,805 per active participant

Henry Viscardi School's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20241
SENTINEL PENSION ADVISORS · Investment management$19,378

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$19,662 · 0.04%
2023$28,112 · 0.06%
2022$26,086 · 0.05%
Same employer
Similar plansEducational Services · New York
Manhattan School of Music NY$58.8M · 0.24%
Houghton University NY$57.5M · 0.06%
Emma Willard School NY$53.8M · 0.11%
The Hewitt School NY$52.7M · 0.04%
The Town School NY$52.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112024514 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.