Plan Ledger DOL Form 5500 · updated monthly

Riverdale Country School, Inc.DC plan

RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN · BRONX, NY · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Riverdale Country School, Inc. reported $130,185 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $7,517 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 rose from 0.13% to 0.18%. 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 979th-largest of 5,648 plans among New York employers on file, and the 670th of 3,091 in educational services.

Plan summary
Net assets, end of year$76,616,506
Participants with balances763
Active participants449
Employer contributions$3,375,098
Employee contributions—
Employer contribution per active participant$7,517
Average account balance$100,415
Benefits paid to participants$6,799,238
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$76.6M · 763 accts · $3.4M emplr
2023$71.7M · 796 accts · $3.2M emplr
2022$62.9M · 749 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,199
Investment management$54,385
Audit (IQPA)$10,000
Total administrative$130,185
Employer contributions to the Riverdale Country School, Inc. plan · 2024
Employer contribution per active participant$7,517
Median for plans this size$3,635
2024$7,517 per active participant
2023$7,188 per active participant
2022$6,803 per active participant

Riverdale Country School, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TIAA · Recordkeeping · Pension consulting$68,213
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$51,372
PKF O'CONNOR DAVIES LLP · Accounting / audit$10,000

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

Administrative cost history3
2024$130,185 · 0.18%
2023$134,212 · 0.20%
2022$90,482 · 0.13%
All plans at this employer2
RIVERDALE COUNTRY SCHOOL TAX-DEFERRED ANNUITY PLAN403(b)
RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLANDefined-contribution plan
Same employer
Similar plansEducational Services · New York
Allen-Stevenson School NY$79.5M · 0.07%
Lycee Francais de New York NY$79.4M · 0.04%
Grace Church School NY$75.3M · 0.10%
The Berkeley Carroll School NY$74.7M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131740483 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.