Plan Ledger DOL Form 5500 · updated monthly

Regis College403(b)

REGIS COLLEGE DC RETIREMENT PLAN · WESTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.15%

Regis College reported $98,226 in plan administrative expenses for 2024: 0.15% of average plan assets, above 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.

Across the 2 years on file its reported administrative ratio rose from 0.03% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 563rd-largest of 2,726 plans among Massachusetts employers on file, and the 734th of 3,091 in educational services.

Plan summary
Net assets, end of year$67,013,974
Participants with balances798
Active participants398
Employer contributions—
Employee contributions$1,903,131
Employer contribution per active participant—
Average account balance$83,977
Benefits paid to participants$4,416,569
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$67.0M · 798 accts
2023$61.3M · 824 accts · $643K emplr
2022$53.6M · 834 accts · $812K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,528
Investment management$20,000
Audit (IQPA)$59,115
Total administrative$98,226
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 · 20244
TIAA · Custodial · Recordkeeping$18,528
REGIS COLLEGE · Other services$48,870
MAYFLOWER FINANCIAL ADVISORS LLC · Investment advisory (participants) · Investment advisory (plan)$20,000
AAFCPAS · Accounting / audit$10,245

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$98,226 · 0.15%
2023$31,536 · 0.05%
2022$19,740 · 0.03%
Same employer
Similar plansEducational Services · Massachusetts
Lasell University MA$71.8M · 0.05%
Dexter Southfield, Inc. MA$70.0M · 0.05%
Bay Path University MA$67.3M · 0.13%
Brooks School MA$66.7M · 0.20%
Berkshire School, Inc. MA$65.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042104451 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.