Plan Ledger DOL Form 5500 · updated monthly

Lionheart Children's Academy403(b)

LIONHEART CHILDREN'S ACADEMY 403(B) RETIREMENT PLAN · BEDFORD, TX · plan year 2022

Reported admin expense ratio · 2022
0.24%

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

Lionheart Children's Academy reported $2,643 in plan administrative expenses for 2022: 0.24% of average plan assets, below the peer median. Employer contributions averaged $180 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (5,261st of 5,688), and 3,059th of 3,341 in other services. In 2022, employees put in $3.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,057,804
Participants with balances69
Active participants355
Employer contributions$63,918
Employee contributions$225,070
Employer contribution per active participant$180
Average account balance$15,330
Benefits paid to participants$134,607
Plan auditUnmodified (clean) audit opinion
AuditorMEREDITH CPA'S
Administrative expenses, itemized · 2022
Professional / advisory$1,543
Total administrative$2,643
Employer contributions to the Lionheart Children's Academy plan · 2022
Employer contribution per active participant$180
Median for plans this size$1,114

Lionheart Children's Academy's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,643 · 0.24%
Same employer
Similar plansOther Services · Texas
Fmg Management, Inc. TX$1.1M · 0.81%
Tuneup Masters, Inc. TX$1.1M · 2.33%
Marcis & Associates TX$876K · 0.05%
Texas Organizing Project TX$681K · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464093705 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.