Plan Ledger DOL Form 5500 · updated monthly

Linsly School, Inc.403(b)

LINSLY SCHOOL, INC. 403(B) DC PLAN · WHEELING, WV · plan year 2025

Reported admin expense ratio · 2025
0.44%

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

Linsly School, Inc. reported $74,344 in plan administrative expenses for 2025: 0.44% of average plan assets, higher than ~75% of peers. Employer contributions averaged $844 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 4 years on file its reported administrative ratio has held roughly steady near 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 91st-largest of 265 plans among West Virginia employers on file, and 1,682nd of 3,091 in educational services. In 2025, employees put in $1.62 for every $1.00 the employer contributed; active participation has shrunk from 127 to 105 since 2022.

Plan summary
Net assets, end of year$17,748,065
Participants with balances148
Active participants105
Employer contributions$88,597
Employee contributions$143,789
Employer contribution per active participant$844
Average account balance$119,919
Benefits paid to participants$419,953
Plan auditUnmodified (clean) audit opinion
AuditorKOZICKI HUGHES TICKERHOOF, PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$17.7M · 148 accts · $89K emplr
2024$15.8M · 151 accts · $89K emplr
2023$14.9M · 146 accts · $156K emplr
2022$13.2M · 147 accts · $202K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$400
Investment management$73,944
Total administrative$74,344
Employer contributions to the Linsly School, Inc. plan · 2025
Employer contribution per active participant$844
Median for plans this size$2,666
2025$844 per active participant
2024$829 per active participant
2023$1,251 per active participant
2022$1,590 per active participant

Linsly School, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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.

Administrative cost history4
2025$74,344 · 0.44%
2024$75,464 · 0.49%
2023$62,037 · 0.44%
2022$69,491 · 0.46%
Similar plansEducational Services · West Virginia
Bethany College WV$32.6M · 0.04%
Davis & Elkins College WV$25.0M · 0.11%
The Canterbury School, Inc. FL$17.9M · 0.47%
Lake Ridge Academy OH$17.8M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550357035 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.