Plan Ledger DOL Form 5500 · updated monthly

Poughkeepsie Day School403(b)

POUGHKEEPSIE DAY SCHOOL 403(B) PLAN · POUGHKEEPSIE, NY · plan year 2022

Reported admin expense ratio · 2022
0.25%

Poughkeepsie Day School reported $19,545 in plan administrative expenses for 2022: 0.25% of average plan assets, below 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 New York (3,937th of 5,648), and 2,271st of 3,091 in educational services.

Plan summary
Net assets, end of year$7,820,088
Participants with balances105
Active participants18
Employer contributions—
Employee contributions$12,037
Employer contribution per active participant—
Average account balance$74,477
Benefits paid to participants$1,005,123
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$19,545
Total administrative$19,545
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$19,545 · 0.25%
Similar plansEducational Services · New York
Hta NY$8.4M · 0.85%
Shefa School NY$8.1M · 0.08%
A.A. World Services, Inc. NY$7.7M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141364581 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.