Plan Ledger DOL Form 5500 · updated monthly

Stratford University, Inc.401(k)

STRATFORD UNIVERSITY, INC. EMPLOYEES' 401(K) PLAN · NEW ALBANY, OH · plan year 2022

Reported admin expense ratio · 2022
0.82%

Stratford University, Inc. reported $59,289 in plan administrative expenses for 2022: 0.82% of average plan assets, higher than ~75% of peers. 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 fell from 0.82% to 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Ohio (2,431st of 3,295), and 2,435th of 3,091 in educational services.

Plan summary
Net assets, end of year$5,926,410
Participants with balances151
Active participants9
Employer contributions—
Employee contributions$422,740
Employer contribution per active participant—
Average account balance$39,248
Benefits paid to participants$1,644,522
Plan auditDisclaimer of opinion
AuditorCST GROUP CPA'S PC
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 109 accts
2023$4.4M · 129 accts
2022$5.9M · 151 accts
Administrative expenses, itemized · 2022
Investment management$20,000
Total administrative$59,289
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

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$25,098 · 0.58%
2023$45,495 · 0.88%
2022$59,289 · 0.82%
Similar plansEducational Services · Ohio
Lawrence School OH$8.9M · 0.21%
Urban Community School OH$7.0M · 0.10%
Ccde/Oakstone Academy OH$6.9M · 0.50%
Fred J. Miller, Inc. OH$3.8M · 0.62%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 541038413 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.