Plan Ledger DOL Form 5500 · updated monthly

Pomfret School403(b)

POMFRET SCHOOL 403(B) RETIREMENT PLAN · POMFRET, CT · plan year 2025

Reported admin expense ratio · 2025
0.21%

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

Pomfret School reported $106,607 in plan administrative expenses for 2025: 0.21% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,311 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 3 years on file its reported administrative ratio rose from 0.19% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other educational services employers. By assets it is the 290th-largest of 1,106 plans among Connecticut employers on file, and the 848th of 3,091 in educational services. In 2025, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,606,569
Participants with balances425
Active participants171
Employer contributions$908,186
Employee contributions$970,302
Employer contribution per active participant$5,311
Average account balance$130,839
Benefits paid to participants$4,844,875
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$55.6M · 425 accts · $908K emplr
2024$48.3M · 427 accts · $898K emplr
2023$43.6M · 423 accts · $781K emplr
2022$37.6M · 415 accts · $796K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$106,607
Total administrative$106,607
Employer contributions to the Pomfret School plan · 2025
Employer contribution per active participant$5,311
Median for plans this size$4,093
2025$5,311 per active participant
2024$4,987 per active participant
2023$4,649 per active participant
2022$4,975 per active participant

Pomfret School's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
TIAA$73,312
FIDUCIENT ADVISORS, LLC$15,000
COHNREZNICK LLP$10,000

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

Administrative cost history4
2025$106,607 · 0.21%
2024$75,744 · 0.16%
2023$83,473 · 0.21%
2022$78,819 · 0.19%
Same employer
Similar plansEducational Services · Connecticut
Greens Farms Academy, Inc. CT$63.7M · 0.10%
King School, Inc. CT$58.8M · 0.13%
Avon Old Farms School, Inc. CT$56.2M · 0.05%
Suffield Academy CT$53.9M · 0.07%
Hamden Hall School, Inc. CT$51.0M · 0.15%
St. Lukes Foundation, Inc. CT$49.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060646784 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.