What are the fees in the Holy Names University 403(b) plan?

For plan year 2022, Holy Names University reported $25,880 in plan administrative expenses, or 0.08% of average plan assets — lower than ~75% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Holy Names University 401(k)?

The average participant account balance was $79,510 for plan year 2022, based on 361 accounts.

Holy Names University403(b)

Name: Holy Names University 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN · OAKLAND, CA · plan year 2022

Reported admin expense ratio · 2022

0.08%

Holy Names University reported $25,880 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other educational services employers. By assets it is the 2,773rd-largest of 9,483 plans among California employers on file, and the 1,322nd of 3,091 in educational services.

Plan summary
Net assets, end of year$28,702,930
Participants with balances361
Active participants237
Employer contributions—
Employee contributions$818,503
Employer contribution per active participant—
Average account balance$79,510
Benefits paid to participants$2,442,148
Plan auditUnmodified (clean) audit opinion
AuditorMOSS ADAMS LLP

Administrative expenses, itemized · 2022

Recordkeeping & contract admin$25,370

Investment management$510

Total administrative$25,880

What these fees cost you

Your balance

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

Administrative cost history1

2022$25,880 · 0.08%

Similar plansEducational Services · California
Silicon Valley International School CA$30.2M · 0.00%
The Pegasus School CA$30.0M · 0.10%
Chinese American International School CA$29.6M · 0.25%
Sage Hill School CA$29.0M · 0.10%
Fashion Institute of Design and Merchandising CA$28.2M · 0.36%
Braille Institute of America, Inc. CA$28.2M · 0.02%
The Bay School of San Francisco CA$27.8M · 0.00%
Center for the Collaborative Classroom CA$27.4M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941358307 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.