Plan Ledger DOL Form 5500 · updated monthly

Miss Halls School, Inc.403(b)

MISS HALL'S SCHOOL RETIREMENT PLAN · PITTSFIELD, MA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Miss Halls School, Inc. reported $36,499 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $3,970 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 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,299th-largest of 2,726 plans among Massachusetts employers on file, and 1,593rd of 3,091 in educational services. In 2024, employees put in $1.63 for every $1.00 the employer contributed; active participation has grown from 80 to 93 since 2022.

Plan summary
Net assets, end of year$20,133,969
Participants with balances209
Active participants93
Employer contributions$369,210
Employee contributions$602,782
Employer contribution per active participant$3,970
Average account balance$96,335
Benefits paid to participants$1,180,758
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.1M · 209 accts · $369K emplr
2023$18.1M · 213 accts · $326K emplr
2022$16.5M · 210 accts · $316K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,359
Investment management$13,500
Audit (IQPA)$3,640
Total administrative$36,499
Employer contributions to the Miss Halls School, Inc. plan · 2024
Employer contribution per active participant$3,970
Median for plans this size$2,416
2024$3,970 per active participant
2023$3,231 per active participant
2022$3,950 per active participant

Miss Halls School, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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
TIAA · Custodial$17,962
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$9,000

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$36,499 · 0.19%
2023$31,519 · 0.18%
2022$30,912 · 0.20%
Similar plansEducational Services · Massachusetts
The Pingree School, Inc. MA$22.0M · 0.38%
Cotting School, Inc. MA$19.6M · 0.00%
Bynder, LLC MA$18.0M · 0.34%
Amego, Inc. MA$17.5M · 0.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042104273 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.