Plan Ledger DOL Form 5500 · updated monthly

Regents School of Austin, Inc.401(k)

REGENTS SCHOOL OF AUSTIN EMPLOYEE RETIREMENT PLAN · AUSTIN, TX · plan year 2022

Reported admin expense ratio · 2022
0.36%

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

Regents School of Austin, Inc. reported $41,110 in plan administrative expenses for 2022: 0.36% of average plan assets, above the peer median. Employer contributions averaged $3,854 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other educational services employers. By assets it is the 2,721st-largest of 5,688 plans among Texas employers on file, and 1,938th of 3,091 in educational services. In 2022, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,541,246
Participants with balances216
Active participants139
Employer contributions$535,687
Employee contributions$939,100
Employer contribution per active participant$3,854
Average account balance$58,061
Benefits paid to participants$507,202
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $440K emplr
2022$12.5M · 216 accts · $536K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$38,543
Investment management$1,975
Professional / advisory$592
Total administrative$41,110
The Regents School of Austin, Inc. 401(k) match · 2022
Employer contribution per active participant$3,854
Median for plans this size$2,266

Regents School of Austin, Inc.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$41,110 · 0.36%
Same employer
Similar plansEducational Services · Texas
Ips Enterprises, Inc. TX$10.7M · 1.76%
Bayes Achievement Center TX$10.7M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742636515 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.