Plan Ledger DOL Form 5500 · updated monthly

Saint Anns School403(b)

THE SAINT ANN'S SCHOOL TAX DEFERRED ANNUITY PLAN · BROOKLYN, NY · plan year 2025

Reported admin expense ratio · 2025
0.14%

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

Saint Anns School reported $142,318 in plan administrative expenses for 2025: 0.14% of average plan assets, above the peer median. Employer contributions averaged $4,610 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 3 years on file its reported administrative ratio fell from 0.15% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other educational services employers. By assets it is the 732nd-largest of 5,648 plans among New York employers on file, and the 485th of 3,091 in educational services. In 2025, employees put in $1.63 for every $1.00 the employer contributed; active participation has grown from 280 to 331 since 2022.

Plan summary
Net assets, end of year$110,194,029
Participants with balances641
Active participants331
Employer contributions$1,526,051
Employee contributions$2,484,422
Employer contribution per active participant$4,610
Average account balance$171,910
Benefits paid to participants$5,153,962
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$110.2M · 641 accts · $1.5M emplr
2024$96.6M · 629 accts · $1.5M emplr
2023$84.8M · 581 accts · $1.3M emplr
2022$73.0M · 564 accts · $1.2M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$142,318
Total administrative$142,318
Employer contributions to the Saint Anns School plan · 2025
Employer contribution per active participant$4,610
Median for plans this size$4,093
2025$4,610 per active participant
2024$4,656 per active participant
2023$4,254 per active participant
2022$4,253 per active participant

Saint Anns School's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TIAA$123,918
O'CONNOR DAVIES, LLP · Accounting / audit$15,300

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

Administrative cost history4
2025$142,318 · 0.14%
2024$156,913 · 0.17%
2023$134,216 · 0.17%
2022$116,470 · 0.15%
Same employer
Similar plansEducational Services · New York
Marymount Manhattan College NY$112.8M · 0.04%
Hackley School NY$109.1M · 0.16%
Rye Country Day School NY$108.0M · 0.15%
The Chapin School LTD. NY$107.7M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112606681 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.