Plan Ledger DOL Form 5500 · updated monthly

Immaculata University403(b)

IMMACULATA UNIVERSITY DC RETIREMENT PLAN · IMMACULATA, PA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Immaculata University reported $41,059 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,475 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 0.11% to 0.10%. 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 920th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,044th of 3,091 in educational services. In 2024, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,918,793
Participants with balances662
Active participants341
Employer contributions$502,880
Employee contributions$944,087
Employer contribution per active participant$1,475
Average account balance$63,321
Benefits paid to participants$4,283,646
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.9M · 662 accts · $503K emplr
2023$40.0M · 692 accts · $493K emplr
2022$35.7M · 766 accts · $466K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$530
Investment management$25,879
Audit (IQPA)$14,650
Total administrative$41,059
Employer contributions to the Immaculata University plan · 2024
Employer contribution per active participant$1,475
Median for plans this size$2,416
2024$1,475 per active participant
2023$1,405 per active participant
2022$1,306 per active participant

Immaculata University'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
TIAA · Recordkeeping$755
THE CONCORD ADVISORY GROUP, LTD · Investment advisory (plan)$25,879
BROWN, EDWARDS & COMPANY, L.L.P. · Accounting / audit$14,650

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$41,059 · 0.10%
2023$46,715 · 0.12%
2022$45,159 · 0.11%
Same employer
Similar plansEducational Services · Pennsylvania
Mount Aloysius College PA$47.1M · 0.20%
Moravian Academy PA$46.3M · 0.13%
Friends Select School PA$42.6M · 0.32%
The Baldwin School PA$42.0M · 0.24%
Sewickley Academy PA$41.9M · 0.09%
The American Law Institute PA$40.9M · 0.34%
Thiel College PA$38.6M

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Source: U.S. Department of Labor, Form 5500 series, EIN 231352648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.