Plan Ledger DOL Form 5500 · updated monthly

Saint Ursula Academy of Cincinnati, Inc.403(b)

SAINT URSULA ACADEMY OF CINCINNATI, INC. 403(B) RETIREMENT PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Saint Ursula Academy of Cincinnati, Inc. reported $55,215 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $3,255 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 0.27% to 0.35%. 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 the 1,510th-largest of 3,295 plans among Ohio employers on file, and 1,735th of 3,091 in educational services. In 2024, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,719,435
Participants with balances141
Active participants91
Employer contributions$296,250
Employee contributions$422,461
Employer contribution per active participant$3,255
Average account balance$118,578
Benefits paid to participants$801,185
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.7M · 141 accts · $296K emplr
2023$14.8M · 144 accts · $293K emplr
2022$12.6M · 134 accts · $314K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,816
Investment management$20,000
Audit (IQPA)$14,500
Total administrative$55,215
Employer contributions to the Saint Ursula Academy of Cincinnati, Inc. plan · 2024
Employer contribution per active participant$3,255
Median for plans this size$2,416
2024$3,255 per active participant
2023$3,113 per active participant
2022$3,487 per active participant

Saint Ursula Academy of Cincinnati, Inc.'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 · 20243
MORGAN STANLEY · Insurance services$20,000
TIAA-TEACHERS INS. & ANNUITY ASSOC. · Insurance services$18,816
CLARK, SCHAEFER, HACKETT & CO. · Accounting / audit$14,500

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$55,215 · 0.35%
2023$36,856 · 0.27%
2022$36,815 · 0.27%
Similar plansEducational Services · Ohio
Lake Ridge Academy OH$17.8M · 0.07%
Old Trail School OH$17.0M · 0.24%
University of Rio Grande OH$16.9M · 0.05%
Walsh Jesuit High School OH$12.4M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311414367 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.