Plan Ledger DOL Form 5500 · updated monthly

Notre Dame de Namur University403(b)

NOTRE DAME DE NAMUR UNIVERSITY DC RETIREMENT PLAN · BELMONT, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

Notre Dame de Namur University reported $31,334 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. 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 fell from 0.19% to 0.07%. 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 1,889th-largest of 9,483 plans among California employers on file, and the 977th of 3,091 in educational services. active participation has shrunk from 212 to 128 since 2022.

Plan summary
Net assets, end of year$46,143,940
Participants with balances400
Active participants128
Employer contributions—
Employee contributions$418,699
Employer contribution per active participant—
Average account balance$115,360
Benefits paid to participants$5,011,959
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.1M · 400 accts
2023$45.9M · 417 accts
2022$43.8M · 425 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,317
Total administrative$31,334
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 · 20241
TIAA$27,197

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$31,334 · 0.07%
2023$39,070 · 0.09%
2022$84,418 · 0.19%
Similar plansEducational Services · California
Kipp Socal Public Schools CA$46.6M · 0.37%
The Athenian School CA$46.5M · 0.11%
Wildwood School CA$46.4M · 0.09%
Learneo, Inc. CA$45.7M · 0.10%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 941156646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.