Plan Ledger DOL Form 5500 · updated monthly

Hodges University, Inc.403(b)

HODGES UNIVERSITY, INC. 403(B) PLAN · FORT MYERS, FL · plan year 2022

Reported admin expense ratio · 2022
0.08%

Hodges University, Inc. reported $4,888 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Florida (2,410th of 3,644), and 2,479th of 3,091 in educational services.

Plan summary
Net assets, end of year$5,438,530
Participants with balances127
Active participants174
Employer contributions—
Employee contributions$238,743
Employer contribution per active participant—
Average account balance$42,823
Benefits paid to participants$544,559
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$5.4M · 127 accts
Administrative expenses, itemized · 2022
Professional / advisory$4,888
Total administrative$4,888
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024Ascensus
2023Ascensus, Newport (Ascensus)

This plan has changed recordkeepers within these filings. If you left Hodges University, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2023Not separately reported
2022$4,888 · 0.08%
All plans at this employer2
HODGES UNIVERSITY RETIREMENT PLANProfit-sharing plan
HODGES UNIVERSITY, INC. 403(B) PLAN403(b)
Similar plansEducational Services · Florida
All Saints Academy FL$5.7M · 0.00%
Edward Waters University FL$5.4M · 0.01%
The Pepin Academies, Inc. FL$4.5M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 596605703 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.