Plan Ledger DOL Form 5500 · updated monthly

June Shelton School and Evaluation Center403(b)

JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

June Shelton School and Evaluation Center reported $108,867 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $4,594 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 0.29% to 0.26%. 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 1,162nd-largest of 5,688 plans among Texas employers on file, and the 1,013th of 3,091 in educational services. In 2024, employees put in $1.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,005,203
Participants with balances519
Active participants272
Employer contributions$1,249,627
Employee contributions$1,755,457
Employer contribution per active participant$4,594
Average account balance$84,788
Benefits paid to participants$4,243,744
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.0M · 519 accts · $1.2M emplr
2023$40.5M · 467 accts · $1.1M emplr
2022$32.5M · 448 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,563
Investment management$103,304
Total administrative$108,867
Employer contributions to the June Shelton School and Evaluation Center plan · 2024
Employer contribution per active participant$4,594
Median for plans this size$2,416
2024$4,594 per active participant
2023$4,291 per active participant
2022$3,547 per active participant

June Shelton School and Evaluation Center'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 · 20243
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$103,305
TIAA-TEACHERS INS & ANNUITY ASSOC · Contract administrator$7,048
VARIABLE ANNUITY LIFE INSURANCE CO · Contract administrator$1,264

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

Administrative cost history3
2024$108,867 · 0.26%
2023$95,784 · 0.26%
2022$89,435 · 0.29%
Same employer
Similar plansEducational Services · Texas
The John Cooper School TX$47.4M · 0.17%
Barbri, Inc. TX$46.9M · 0.02%
Trinity Valley School TX$41.6M · 0.22%
Parish Episcopal School TX$40.3M · 0.29%
Texas Wesleyan University TX$38.5M · 0.15%
Saint Mary's Hall TX$38.2M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751507280 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.