Plan Ledger DOL Form 5500 · updated monthly

Rockhurst University403(b)

ROCKHURST UNIVERSITY RETIREMENT SAVINGS PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.14%

Rockhurst University reported $119,357 in plan administrative expenses for 2024: 0.14% 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 0.11% to 0.14%. 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 212th-largest of 1,393 plans among Missouri employers on file, and the 598th of 3,091 in educational services. active participation has shrunk from 431 to 360 since 2022.

Plan summary
Net assets, end of year$87,391,287
Participants with balances714
Active participants360
Employer contributions—
Employee contributions$1,979,496
Employer contribution per active participant—
Average account balance$122,397
Benefits paid to participants$8,393,132
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$87.4M · 714 accts
2023$85.1M · 799 accts · $528 emplr
2022$83.8M · 809 accts · $772K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,356
Investment management$42,751
Audit (IQPA)$12,250
Total administrative$119,357
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$64,356
TWO WEST CAPITAL ADVISORS · Investment advisory (plan)$42,751
PICKETT, CHANEY & MCMULLEN, LLP · Accounting / audit$12,250

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$119,357 · 0.14%
2023$115,883 · 0.14%
2022$85,409 · 0.11%
Same employer
Similar plansEducational Services · Missouri
The Principia Corporation MO$130.1M · 0.01%
Kansas City University MO$97.0M · 0.10%
Drury University MO$82.4M · 0.14%
Lindenwood University MO$80.6M · 0.17%
John Burroughs School MO$79.6M · 0.05%
College of the Ozarks MO$72.1M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440545813 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.