Plan Ledger DOL Form 5500 · updated monthly

Kentucky Country Day School, Inc.403(b)

KENTUCKY COUNTRY DAY SCHOOL 403(B) DC PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Kentucky Country Day School, Inc. reported $109,488 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $4,543 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 0.10% to 0.24%. 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 148th-largest of 871 plans among Kentucky employers on file, and the 952nd of 3,091 in educational services. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,459,750
Participants with balances344
Active participants161
Employer contributions$731,455
Employee contributions$1,060,161
Employer contribution per active participant$4,543
Average account balance$137,964
Benefits paid to participants$2,538,891
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.5M · 344 accts · $731K emplr
2023$42.9M · 340 accts · $664K emplr
2022$38.4M · 341 accts · $649K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$109,488
Total administrative$109,488
Employer contributions to the Kentucky Country Day School, Inc. plan · 2024
Employer contribution per active participant$4,543
Median for plans this size$2,416
2024$4,543 per active participant
2023$3,752 per active participant
2022$3,753 per active participant

Kentucky Country Day School, Inc.'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
TIAA · Insurance services$54,994
ROBERT W. BAIRD & CO., INC. · Trustee$44,044
DEMING, MALONE, LIVESAY & OSTROFF · Accounting / audit$10,450

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$109,488 · 0.24%
2023$65,466 · 0.16%
2022$43,743 · 0.10%
Similar plansEducational Services · Kentucky
Transylvania University KY$77.6M · 0.00%
Asbury College KY$63.5M · 0.01%
Georgetown College KY$55.8M · 0.06%
Asbury Theological Seminary KY$46.7M · 0.19%
University of Pikeville KY$46.7M · 0.03%
Spalding University KY$42.9M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610731998 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.