Plan Ledger DOL Form 5500 · updated monthly

Lawrence School403(b)

LAWRENCE SCHOOL 403(B) DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN · BROADVIEW HEIGHTS, OH · plan year 2025

Reported admin expense ratio · 2025
0.21%

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

Lawrence School reported $17,443 in plan administrative expenses for 2025: 0.21% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,589 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 0.04% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Ohio (2,094th of 3,295), and 2,195th of 3,091 in educational services. In 2025, employees put in $2.10 for every $1.00 the employer contributed; active participation has shrunk from 107 to 95 since 2022.

Plan summary
Net assets, end of year$8,905,867
Participants with balances138
Active participants95
Employer contributions$245,959
Employee contributions$516,281
Employer contribution per active participant$2,589
Average account balance$64,535
Benefits paid to participants$814,306
Plan auditUnmodified (clean) audit opinion
AuditorD'AMICO WAWRIN & COMPANY CPAS, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$8.9M · 138 accts · $246K emplr
2024$7.8M · 135 accts · $223K emplr
2023$7.5M · 147 accts · $215K emplr
2022$6.7M · 153 accts · $215K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$17,443
Total administrative$17,443
Employer contributions to the Lawrence School plan · 2025
Employer contribution per active participant$2,589
Median for plans this size$1,464
2025$2,589 per active participant
2024$2,274 per active participant
2023$2,126 per active participant
2022$2,008 per active participant

Lawrence School's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
TEACHERS INSURANCE AND ANNUITY ASSO · Recordkeeping$17,442

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

Recordkeeper by year3
2025TEACHERS INSURANCE AND ANNUITY ASSO
2024TEACHERS INSURANCE AND ANNUITY ASSO
2023TEACHERS INSURANCE AND ANNUITY ASSO

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

Administrative cost history4
2025$17,443 · 0.21%
2024$14,307 · 0.19%
2023$2,988 · 0.04%
2022Not separately reported
Similar plansEducational Services · Ohio
Walsh Jesuit High School OH$12.4M · 0.38%
Urban Community School OH$7.0M · 0.10%
Ccde/Oakstone Academy OH$6.9M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341137455 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.