Plan Ledger DOL Form 5500 · updated monthly

Oak Hall Private School403(b)

OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN · GAINESVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Oak Hall Private School reported $35,371 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,654 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 0.13% to 0.16%. 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 1,020th-largest of 3,644 plans among Florida employers on file, and the 1,494th of 3,091 in educational services. In 2024, employees put in $1.59 for every $1.00 the employer contributed; active participation has grown from 140 to 154 since 2022.

Plan summary
Net assets, end of year$22,803,785
Participants with balances344
Active participants154
Employer contributions$408,691
Employee contributions$647,917
Employer contribution per active participant$2,654
Average account balance$66,290
Benefits paid to participants$2,491,477
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.8M · 344 accts · $409K emplr
2023$21.9M · 332 accts · $390K emplr
2022$18.8M · 327 accts · $358K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,371
Total administrative$35,371
Employer contributions to the Oak Hall Private School plan · 2024
Employer contribution per active participant$2,654
Median for plans this size$2,416
2024$2,654 per active participant
2023$2,452 per active participant
2022$2,557 per active participant

Oak Hall Private School'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 · 20241
TIAA-TEACHERS INS & ANNUITY ASSOC · Contract administrator · Recordkeeping$32,683

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$35,371 · 0.16%
2023$24,677 · 0.12%
2022$23,174 · 0.13%
Same employer
Similar plansEducational Services · Florida
Community School of Naples FL$28.8M · 0.31%
Saint Edward's School FL$22.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591289155 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.