Plan Ledger DOL Form 5500 · updated monthly

Noble and Greenough School403(b)

NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN · DEDHAM, MA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Noble and Greenough School reported $77,045 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,137 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 0.05% to 0.06%. 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 335th-largest of 2,726 plans among Massachusetts employers on file, and the 372nd of 3,091 in educational services. In 2024, employees put in $1.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$144,539,180
Participants with balances527
Active participants209
Employer contributions$2,327,666
Employee contributions$2,371,669
Employer contribution per active participant$11,137
Average account balance$274,268
Benefits paid to participants$11,705,917
Plan auditDisclaimer of opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$144.5M · 527 accts · $2.3M emplr
2023$134.3M · 524 accts · $2.1M emplr
2022$114.3M · 522 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,952
Investment management$9,633
Audit (IQPA)$25,410
Total administrative$77,045
Employer contributions to the Noble and Greenough School plan · 2024
Employer contribution per active participant$11,137
Median for plans this size$3,635
2024$11,137 per active participant
2023$10,424 per active participant
2022$10,350 per active participant

Noble and Greenough School'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 · 20243
TIAA · Recordkeeping · Pension consulting$40,952
RSM US LLP · Accounting / audit$25,410
PLANPILOT, LLC · Investment management$9,633

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$77,045 · 0.06%
2023$62,048 · 0.05%
2022$65,102 · 0.05%
Same employer
Similar plansEducational Services · Massachusetts
Milton Academy MA$155.8M · 0.09%
McPhs University MA$150.2M · 0.06%
Assumption University MA$146.2M · 0.13%
Curry College MA$144.1M · 0.09%
Ef Travel, Inc. MA$139.3M · 0.20%
Trustees of Emmanuel College MA$121.6M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042104784 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.