Plan Ledger DOL Form 5500 · updated monthly

Post University, Inc.401(k)

POST UNIVERSITY, INC. 401(K) RETIREMENT PLAN · WATERBURY, CT · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Post University, Inc. reported $10,854 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,466 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 0.05% to 0.04%. 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 444th-largest of 1,106 plans among Connecticut employers on file, and the 1,326th of 3,091 in educational services. In 2024, employees put in $2.09 for every $1.00 the employer contributed; active participation has grown from 481 to 836 since 2022.

Plan summary
Net assets, end of year$28,511,221
Participants with balances880
Active participants836
Employer contributions$1,225,664
Employee contributions$2,555,659
Employer contribution per active participant$1,466
Average account balance$32,399
Benefits paid to participants$1,730,390
Plan auditUnmodified (clean) audit opinion
AuditorALMICH & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$28.5M · 880 accts · $1.2M emplr
2023$23.0M · 778 accts · $964K emplr
2022$15.4M · 578 accts · $409K emplr
The Post University, Inc. 401(k) match · 2024
Employer contribution per active participant$1,466
Median for plans this size$2,416
2024$1,466 per active participant
2023$1,295 per active participant
2022$850 per active participant

Post University, Inc.'s 2024 employer contribution ran below 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
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$14,229

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$10,854 · 0.04%
2023$10,100 · 0.05%
2022$7,651 · 0.05%
Same employer
Similar plansEducational Services · Connecticut
Eagle Hill School CT$32.5M · 0.13%
Goodwin University, Inc. CT$31.2M · 0.64%
Renbrook School, Inc. CT$29.1M · 0.06%
The Forman School, Inc. CT$28.9M · 0.06%
Ethel Walker School CT$27.5M · 0.10%
The Rectory School CT$24.0M · 0.26%
Watkinson School CT$22.5M · 0.09%
Rumsey Hall School CT$19.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201003413 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.