Plan Ledger DOL Form 5500 · updated monthly

Huntingdon College403(b)

HUNTINGDON COLLEGE RETIREMENT ANNUITY PLAN TIAA-CREF · MONTGOMERY, AL · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Huntingdon College reported $109,513 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,848 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 0.24% to 0.35%. 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 213th-largest of 902 plans among Alabama employers on file, and the 1,205th of 3,091 in educational services. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has grown from 223 to 267 since 2022.

Plan summary
Net assets, end of year$33,510,941
Participants with balances476
Active participants267
Employer contributions$493,426
Employee contributions$710,477
Employer contribution per active participant$1,848
Average account balance$70,401
Benefits paid to participants$1,232,687
Plan auditUnmodified (clean) audit opinion
AuditorJACKSON THORNTON & CO., P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$33.5M · 476 accts · $493K emplr
2023$29.8M · 458 accts · $474K emplr
2022$26.0M · 442 accts · $476K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$104,641
Audit (IQPA)$4,872
Total administrative$109,513
Employer contributions to the Huntingdon College plan · 2024
Employer contribution per active participant$1,848
Median for plans this size$2,416
2024$1,848 per active participant
2023$1,974 per active participant
2022$2,133 per active participant

Huntingdon College's 2024 employer contribution ran below the $2,416 median for plans its size. 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
TEACHERS INSURANCE AND ANNUITY ASSO · Plan administrator · Recordkeeping$34,216
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan) · Participant communication$36,050
HUNTINGDON COLLETE · Accounting / audit$28,675

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TEACHERS INSURANCE AND ANNUITY ASSO
2023TEACHERS INSURANCE AND ANNUITY ASSO

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$109,513 · 0.35%
2023$72,060 · 0.26%
2022$68,602 · 0.24%
Similar plansEducational Services · Alabama
Samford University AL$127.0M · 0.16%
Birmingham Southern College AL$87.0M · 0.10%
Spring Hill College AL$42.4M · 0.01%
The Montgomery Academy AL$27.4M · 0.16%
Faulkner University AL$26.7M · 0.01%
Randolph School AL$26.4M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630288841 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.