Plan Ledger DOL Form 5500 · updated monthly

St. Mary's University403(b)

ST. MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

St. Mary's University reported $252,856 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $3,225 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 0.10% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 411th-largest of 5,688 plans among Texas employers on file, and the 291st of 3,091 in educational services. In 2024, employees put in $1.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$192,220,736
Participants with balances1,290
Active participants707
Employer contributions$2,279,887
Employee contributions$3,643,489
Employer contribution per active participant$3,225
Average account balance$149,008
Benefits paid to participants$15,236,451
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$192.2M · 1,290 accts · $2.3M emplr
2023$180.7M · 1,185 accts · $2.2M emplr
2022$169.5M · 1,202 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,824
Investment management$116,255
Audit (IQPA)$70,407
Total administrative$252,856
Employer contributions to the St. Mary's University plan · 2024
Employer contribution per active participant$3,225
Median for plans this size$3,635
2024$3,225 per active participant
2023$3,226 per active participant
2022$2,735 per active participant

St. Mary's University's 2024 employer contribution ran below the $3,635 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$64,084
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (plan)$116,055
ERNST & YOUNG LLP · Accounting / audit$70,407
FIDELITY INVESTMENTS INST. OPS. CO. · Loan processing$1,740
CHARLES SCHWAB & CO, INC. · Securities brokerage$200

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$252,856 · 0.14%
2023$194,671 · 0.11%
2022$180,489 · 0.10%
Same employer
Similar plansEducational Services · Texas
Trinity University TX$376.0M · 0.06%
Cambium Learning Group, Inc. TX$302.0M · 0.06%
Abilene Christian University TX$163.6M · 0.21%
St. John's School TX$130.8M · 0.04%
Southwestern University TX$117.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741143128 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.