Kingsley Montessori School403(b)
KINGSLEY MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · BOSTON, MA · plan year 2024
Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works
Kingsley Montessori School reported $15,152 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,181 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 0.11% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Massachusetts (2,007th of 2,726), and 2,217th of 3,091 in educational services. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has shrunk from 95 to 64 since 2022.
Kingsley Montessori School's 2024 employer contribution ran above the $1,313 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 042104370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.