Plan Ledger DOL Form 5500 · updated monthly

Our Lady of the Lake University of San Antonio403(b)

OUR LADY OF THE LAKE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Our Lady of the Lake University of San Antonio reported $75,850 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,093 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 fell from 0.21% to 0.13%. 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 946th-largest of 5,688 plans among Texas employers on file, and the 822nd of 3,091 in educational services. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has shrunk from 871 to 781 since 2022.

Plan summary
Net assets, end of year$58,451,413
Participants with balances874
Active participants781
Employer contributions$853,829
Employee contributions$1,400,606
Employer contribution per active participant$1,093
Average account balance$66,878
Benefits paid to participants$8,497,433
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$58.5M · 874 accts · $854K emplr
2023$57.5M · 903 accts · $1.5M emplr
2022$52.3M · 888 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,890
Investment management$67,960
Total administrative$75,850
Employer contributions to the Our Lady of the Lake University of San Antonio plan · 2024
Employer contribution per active participant$1,093
Median for plans this size$3,635
2024$1,093 per active participant
2023$1,737 per active participant
2022$1,814 per active participant

Our Lady of the Lake University of San Antonio's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$7,890
MORGAN STANLEY · Consulting$61,835
ROLAND CRISS · Consulting$6,125
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$75,850 · 0.13%
2023$72,191 · 0.13%
2022$118,881 · 0.21%
Same employer
Similar plansEducational Services · Texas
University of St. Thomas TX$70.6M · 0.35%
Greenhill School TX$69.3M · 0.20%
Episcopal School of Dallas TX$68.6M · 0.29%
Austin College TX$65.6M · 0.23%
Letourneau University TX$58.1M · 0.23%
The John Cooper School TX$47.4M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741109631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.