Plan Ledger DOL Form 5500 · updated monthly

Seacrest Country Day School403(b)

SEACREST COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · NAPLES, FL · plan year 2023

Reported admin expense ratio · 2023
0.29%

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

Seacrest Country Day School reported $21,073 in plan administrative expenses for 2023: 0.29% of average plan assets, below the peer median. Employer contributions averaged $2,558 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 1 year on file its reported administrative ratio rose from 0.23% to 0.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Florida (2,066th of 3,644), and 2,286th of 3,091 in educational services. In 2023, the employer put in $1.54 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$7,680,708
Participants with balances200
Active participants105
Employer contributions$268,589
Employee contributions$174,698
Employer contribution per active participant$2,558
Average account balance$38,404
Benefits paid to participants$583,832
Plan auditUnmodified (clean) audit opinion
AuditorPHILIPS HARVEY GROUP, P.A
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 198 accts · $75K emplr
2023$7.7M · 200 accts · $269K emplr
2022$6.7M · 198 accts · $212K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$21,073
Total administrative$21,073
Employer contributions to the Seacrest Country Day School plan · 2023
Employer contribution per active participant$2,558
Median for plans this size$1,308
2024$672 per active participant
2023$2,558 per active participant
2022$2,001 per active participant

Seacrest Country Day School's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
NEWPORT GROUP, INC. · Recordkeeping · Trusteeindirect comp
UBS FINANCIAL SERVICES, INC. · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$21,073 · 0.29%
2022$17,418 · 0.23%
Similar plansEducational Services · Florida
Florida College, Inc. FL$8.9M · 0.51%
Saint Paul's School, Inc. FL$7.8M · 0.07%
The Geneva School FL$6.8M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592311341 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.