Plan Ledger DOL Form 5500 · updated monthly

King School, Inc.403(b)

KING SCHOOL, INC. SECTION 403(B) PLAN · STAMFORD, CT · plan year 2025

Reported admin expense ratio · 2025
0.13%

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

King School, Inc. reported $73,057 in plan administrative expenses for 2025: 0.13% of average plan assets, above the peer median. Employer contributions averaged $6,406 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 3 years on file its reported administrative ratio rose from 0.12% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other educational services employers. By assets it is the 281st-largest of 1,106 plans among Connecticut employers on file, and the 821st of 3,091 in educational services. In 2025, employees put in $1.20 for every $1.00 the employer contributed; active participation has shrunk from 268 to 186 since 2022.

Plan summary
Net assets, end of year$58,757,995
Participants with balances400
Active participants186
Employer contributions$1,191,459
Employee contributions$1,425,951
Employer contribution per active participant$6,406
Average account balance$146,895
Benefits paid to participants$5,710,555
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$58.8M · 400 accts · $1.2M emplr
2024$54.1M · 391 accts · $1.0M emplr
2023$50.0M · 391 accts · $925K emplr
2022$42.4M · 398 accts · $869K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$73,057
Total administrative$73,057
Employer contributions to the King School, Inc. plan · 2025
Employer contribution per active participant$6,406
Median for plans this size$4,093
2025$6,406 per active participant
2024$3,258 per active participant
2023$2,787 per active participant
2022$3,244 per active participant

King School, Inc.'s 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
TIAA$52,037
CLIFTON LARSON ALLEN LLP$14,070
GLOBAL RETIREMENT PARTNERS LLC-H/O$6,000

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

Administrative cost history4
2025$73,057 · 0.13%
2024$44,118 · 0.08%
2023$41,923 · 0.09%
2022$54,394 · 0.12%
Same employer
Similar plansEducational Services · Connecticut
Miss Porters School, Inc. CT$64.1M · 0.14%
Greens Farms Academy, Inc. CT$63.7M · 0.10%
Avon Old Farms School, Inc. CT$56.2M · 0.05%
Pomfret School CT$55.6M · 0.21%
Suffield Academy CT$53.9M · 0.07%
Hamden Hall School, Inc. CT$51.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061229222 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.