Plan Ledger DOL Form 5500 · updated monthly

Rumsey Hall School403(b)

RUMSEY HALL SCHOOL 403(B) DC PLAN · WASHINGTON DEPOT, CT · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Rumsey Hall School reported $15,272 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,788 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 0.06% to 0.08%. 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 Connecticut (559th of 1,106), and 1,602nd of 3,091 in educational services. In 2024, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,876,004
Participants with balances179
Active participants100
Employer contributions$278,790
Employee contributions$510,404
Employer contribution per active participant$2,788
Average account balance$111,039
Benefits paid to participants$803,559
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.9M · 179 accts · $279K emplr
2023$17.5M · 176 accts · $278K emplr
2022$15.1M · 173 accts · $257K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,272
Total administrative$15,272
Employer contributions to the Rumsey Hall School plan · 2024
Employer contribution per active participant$2,788
Median for plans this size$2,416
2024$2,788 per active participant
2023$2,076 per active participant
2022$2,474 per active participant

Rumsey Hall School's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TIAA · Recordkeeping$11,175

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$15,272 · 0.08%
2023$11,641 · 0.07%
2022$9,410 · 0.06%
Similar plansEducational Services · Connecticut
Post University, Inc. CT$28.5M · 0.04%
Ethel Walker School CT$27.5M · 0.10%
The Rectory School CT$24.0M · 0.26%
Watkinson School CT$22.5M · 0.09%
Indian Mountain School CT$15.1M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 060692379 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.