Plan Ledger DOL Form 5500 · updated monthly

Rocky Hill Country Day School403(b)

ROCKY HILL COUNTRY DAY SCHOOL 403(B) RETIREMENT PLAN · EAST GREENWICH, RI · plan year 2024

Reported admin expense ratio · 2024
0.11%

Rocky Hill Country Day School reported $16,028 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. 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 0.09% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Rhode Island (146th of 286), and 1,806th of 3,091 in educational services.

Plan summary
Net assets, end of year$15,163,944
Participants with balances187
Active participants82
Employer contributions—
Employee contributions$265,397
Employer contribution per active participant—
Average account balance$81,091
Benefits paid to participants$894,233
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.2M · 187 accts
2023$13.5M · 185 accts · $55K emplr
2022$12.5M · 191 accts · $82K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,028
Total administrative$16,028
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 · 20242
BLACK POINT WEALTH MGMT- J HARRIS$8,460
TIAA$5,117

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$16,028 · 0.11%
2023$13,514 · 0.10%
2022$12,525 · 0.09%
Similar plansEducational Services · Rhode Island
St. George's School RI$58.8M · 0.04%
Lincoln School RI$31.5M · 0.15%
The Gordon School RI$22.8M · 0.23%
Harmony Hill School, Inc. RI$3.0M · 0.67%
Highlander Charter School RI$2.7M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050277258 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.