Plan Ledger DOL Form 5500 · updated monthly

Lasalle School, Inc.Profit-sharing plan

PENSION PLAN FOR THE EMPLOYEES OF LASALLE SCHOOL · ALBANY, NY · plan year 2023

Reported admin expense ratio · 2023
0.93%

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

Lasalle School, Inc. reported $44,016 in plan administrative expenses for 2023: 0.93% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,777 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 has held roughly steady near 0.89%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (4,500th of 5,648), and 9,859th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$4,865,078
Participants with balances126
Active participants96
Employer contributions$170,636
Employee contributions—
Employer contribution per active participant$1,777
Average account balance$38,612
Benefits paid to participants$536,294
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 124 accts · $184K emplr
2023$4.9M · 126 accts · $171K emplr
2022$4.6M · 129 accts · $164K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$21,672
Investment management$22,344
Total administrative$44,016
Employer contributions to the Lasalle School, Inc. plan · 2023
Employer contribution per active participant$1,777
Median for plans this size$1,308
2024$1,688 per active participant
2023$1,777 per active participant
2022$1,722 per active participant

Lasalle School, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
BENEFIT PLANS ADMIN SERVICES, INC. · Recordkeeping · Custodial (securities)$26,327
SECURITIES AMERICA ADVISORS · Investment advisory (participants) · Investment advisory (plan)$17,689

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

Recordkeeper by year2
2024BENEFIT PLANS ADMIN SERVICES, INC.
2023BENEFIT PLANS ADMIN SERVICES, INC.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$42,968 · 0.89%
2023$44,016 · 0.93%
2022$43,932 · 0.88%
All plans at this employer2
PENSION PLAN FOR THE EMPLOYEES OF LASALLE SCHOOLProfit-sharing plan
LASALLE SCHOOL, INC. 403(B) PLAN403(b)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 141338536 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.