Plan Ledger DOL Form 5500 · updated monthly

Little Red School House403(b)

LREI RETIREMENT AND SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Little Red School House reported $71,883 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $7,040 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 0.121%. 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 1,173rd-largest of 5,648 plans among New York employers on file, and the 788th of 3,091 in educational services. In 2024, employees put in $1.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$61,759,162
Participants with balances405
Active participants169
Employer contributions$1,189,830
Employee contributions$1,427,940
Employer contribution per active participant$7,040
Average account balance$152,492
Benefits paid to participants$4,494,157
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$61.8M · 405 accts · $1.2M emplr
2023$57.4M · 393 accts · $1.0M emplr
2022$52.1M · 392 accts · $874K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,648
Investment management$36,235
Total administrative$71,883
Employer contributions to the Little Red School House plan · 2024
Employer contribution per active participant$7,040
Median for plans this size$3,635
2024$7,040 per active participant
2023$5,736 per active participant
2022$5,112 per active participant

Little Red School House'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
ONEDIGITAL INVESMENT ADVISORS · Investment advisory (plan)$36,236
TIAA · Contract administrator$35,648

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$71,883 · 0.12%
2023$74,688 · 0.14%
2022$57,397 · 0.12%
Same employer
Similar plansEducational Services · New York
Friends Academy NY$65.0M · 0.08%
Excelsior University NY$64.2M · 0.08%
The Masters School NY$63.2M · 0.14%
Elmira College NY$62.4M · 0.03%
Anderson Center for Autism NY$58.9M · 0.19%
Manhattan School of Music NY$58.8M · 0.24%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 135562268 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.