Plan Ledger DOL Form 5500 · updated monthly

Sunshine Cottage School for Deaf Children403(b)

SUNSHINE COTTAGE SCHOOL FOR DEAF CHILDREN 403(B) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Sunshine Cottage School for Deaf Children reported $50,591 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $4,593 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 0.28% to 0.31%. 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 2,304th-largest of 5,688 plans among Texas employers on file, and 1,747th of 3,091 in educational services. In 2024, the employer put in $1.29 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$16,327,978
Participants with balances168
Active participants104
Employer contributions$477,662
Employee contributions$370,050
Employer contribution per active participant$4,593
Average account balance$97,190
Benefits paid to participants$2,150,269
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.3M · 168 accts · $478K emplr
2023$16.2M · 166 accts · $374K emplr
2022$15.4M · 165 accts · $394K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,510
Investment management$40,081
Total administrative$50,591
The Sunshine Cottage School for Deaf Children 401(k) match · 2024
Employer contribution per active participant$4,593
Median for plans this size$2,416
2024$4,593 per active participant
2023$3,780 per active participant
2022$4,104 per active participant

Sunshine Cottage School for Deaf Children's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$39,984
ALLIANCE BENEFIT GROUP OF HOUST · Contract administrator$5,127
TIAA$200
EMPOWER ADVISORY GROUP, LLC · Investment management$98

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$50,591 · 0.31%
2023$45,383 · 0.29%
2022$44,785 · 0.28%
Similar plansEducational Services · Texas
Trinity Christian Academy TX$20.0M · 0.34%
Alcuin School TX$17.4M · 0.18%
H.A.S.C., Inc. TX$17.3M · 0.04%
Keystone School TX$14.2M · 0.20%
Stve-Aai Education, Inc TX$13.8M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741143132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.