Plan Ledger DOL Form 5500 · updated monthly

Regent University403(b)

REGENT UNIVERSITY 403(B) RETIREMENT PLAN · VIRGINIA BEACH, VA · plan year 2025

Reported admin expense ratio · 2025
0.01%

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

Regent University reported $12,420 in plan administrative expenses for 2025: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,142 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 fell from 0.02% to 0.01%. 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 297th-largest of 2,266 plans among Virginia employers on file, and the 560th of 3,091 in educational services. In 2025, employees put in $4.65 for every $1.00 the employer contributed; active participation has grown from 795 to 889 since 2022.

Plan summary
Net assets, end of year$95,026,708
Participants with balances1,281
Active participants889
Employer contributions$1,015,641
Employee contributions$4,721,979
Employer contribution per active participant$1,142
Average account balance$74,182
Benefits paid to participants$7,629,941
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$95.0M · 1,281 accts · $1.0M emplr
2024$82.4M · 1,255 accts · $944K emplr
2023$76.7M · 1,249 accts · $904K emplr
2022$65.2M · 1,209 accts · $877K emplr
Administrative expenses, itemized · 2025
Investment management$12,420
Total administrative$12,420
Employer contributions to the Regent University plan · 2025
Employer contribution per active participant$1,142
Median for plans this size$4,093
2025$1,142 per active participant
2024$1,083 per active participant
2023$1,107 per active participant
2022$1,103 per active participant

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

Service providers · 20252
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,895

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$12,420 · 0.01%
2024$8,458 · 0.01%
2023$12,618 · 0.02%
2022$10,912 · 0.02%
Same employer
Similar plansEducational Services · Virginia
Collegiate School VA$115.5M · 0.14%
Imagine Schools, Inc. VA$110.9M · 0.10%
Flint Hill School VA$82.3M · 0.05%
Woodberry Forest School VA$77.3M · 0.23%
Randolph College VA$71.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541061178 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.