Plan Ledger DOL Form 5500 · updated monthly

Iliff School of Theology403(b)

ILIFF SCHOOL OF THEOLOGY RETIREMENT PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Iliff School of Theology reported $2,651 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,887 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 0.010% to 0.012%. 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 465th-largest of 1,461 plans among Colorado employers on file, and the 1,505th of 3,091 in educational services. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$22,686,938
Participants with balances144
Active participants41
Employer contributions$323,364
Employee contributions$319,385
Employer contribution per active participant$7,887
Average account balance$157,548
Benefits paid to participants$2,818,510
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.7M · 144 accts · $323K emplr
2023$22.5M · 152 accts · $296K emplr
2022$20.2M · 161 accts · $306K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,651
Total administrative$2,651
Employer contributions to the Iliff School of Theology plan · 2024
Employer contribution per active participant$7,887
Median for plans this size$2,416
2024$7,887 per active participant
2023$6,583 per active participant
2022$8,047 per active participant

Iliff School of Theology'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 · 20241
TIAA-CREF · Recordkeeping · Custodial$2,651

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$2,651 · 0.01%
2023$2,290 · 0.01%
2022$2,068 · 0.01%
Similar plansEducational Services · Colorado
Golftec Management LLC CO$29.8M · 0.68%
Rocky Vista University, LLC CO$26.1M · 0.55%
Denver Academy, Inc. CO$23.0M · 0.07%
Naropa University CO$18.4M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840404244 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.