Plan Ledger DOL Form 5500 · updated monthly

The Awty International School403(b)

THE AWTY INTERNATIONAL SCHOOL 403(B) RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

The Awty International School reported $53,312 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,857 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 3 years on file its reported administrative ratio has held roughly steady near 0.114%. 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 1,064th-largest of 5,688 plans among Texas employers on file, and the 918th of 3,091 in educational services. In 2024, employees put in $1.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$49,497,958
Participants with balances567
Active participants302
Employer contributions$1,164,666
Employee contributions$1,397,661
Employer contribution per active participant$3,857
Average account balance$87,298
Benefits paid to participants$2,012,177
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.5M · 567 accts · $1.2M emplr
2023$44.1M · 580 accts · $1.1M emplr
2022$38.3M · 538 accts · $968K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,562
Audit (IQPA)$14,750
Total administrative$53,312
Employer contributions to the The Awty International School plan · 2024
Employer contribution per active participant$3,857
Median for plans this size$2,416
2024$3,857 per active participant
2023$3,731 per active participant
2022$3,421 per active participant

The Awty International School'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 · 20242
TIAA · Plan administrator$35,793
BLAZEK & VETTERLING · Accounting / audit$14,750

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$53,312 · 0.11%
2023$47,438 · 0.12%
2022$40,320 · 0.11%
Same employer
Similar plansEducational Services · Texas
Austin College TX$65.6M · 0.23%
Letourneau University TX$58.1M · 0.23%
The John Cooper School TX$47.4M · 0.17%
Barbri, Inc. TX$46.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237258712 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.