Plan Ledger DOL Form 5500 · updated monthly

Pius XI Catholic High School403(b)

PIUS XI CATHOLIC HIGH SCHOOL SAVINGS & RETIREMENT PLAN · MILWAUKEE, WI · plan year 2022

Reported admin expense ratio · 2022
0.71%

Pius XI Catholic High School reported $27,409 in plan administrative expenses for 2022: 0.71% of average plan assets, above the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Wisconsin (1,698th of 1,936), and 2,599th of 3,091 in educational services.

Plan summary
Net assets, end of year$4,100,638
Participants with balances99
Active participants68
Employer contributions—
Employee contributions$292,747
Employer contribution per active participant—
Average account balance$41,421
Benefits paid to participants$230,039
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$27,409
Total administrative$27,409
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$27,409 · 0.71%
Similar plansEducational Services · Wisconsin
Chileda Institute, Inc. WI$4.9M · 0.11%
P.P.E.P., Inc. AZ$4.2M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391101976 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.