Plan Ledger DOL Form 5500 · updated monthly

Latin School of Chicago403(b)

LATIN SCHOOL OF CHICAGO RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Latin School of Chicago reported $10,271 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,208 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 0.00% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 518th-largest of 3,702 plans among Illinois employers on file, and the 478th of 3,091 in educational services. In 2024, the employer put in $1.05 for every $1.00 employees contributed themselves; active participation has shrunk from 331 to 241 since 2022.

Plan summary
Net assets, end of year$111,319,177
Participants with balances687
Active participants241
Employer contributions$1,737,052
Employee contributions$1,652,033
Employer contribution per active participant$7,208
Average account balance$162,037
Benefits paid to participants$8,252,834
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$111.3M · 687 accts · $1.7M emplr
2023$104.4M · 694 accts · $1.7M emplr
2022$95.2M · 687 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$475
Investment management$9,796
Total administrative$10,271
Employer contributions to the Latin School of Chicago plan · 2024
Employer contribution per active participant$7,208
Median for plans this size$3,635
2024$7,208 per active participant
2023$7,097 per active participant
2022$4,741 per active participant

Latin School of Chicago's 2024 employer contribution ran above the $3,635 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 · 20242
FIDUCIENT ADVISORS, LLC · Investment advisory (plan)$9,156
TIAA · Contract administrator · Investment management$1,115

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$10,271 · 0.01%
2023$348 · 0.00%
2022$325 · 0.00%
Same employer
Similar plansEducational Services · Illinois
Roosevelt University IL$121.5M · 0.13%
Knox College IL$118.6M · 0.10%
Aurora University IL$117.9M · 0.12%
Olivet Nazarene University IL$102.2M · 0.08%
Benedictine University IL$100.7M · 0.15%
Francis W. Parker School IL$86.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362258525 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.