Plan Ledger DOL Form 5500 · updated monthly

The Briarwood School403(b)

THE BRIARWOOD SCHOOL TDA PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.00%

The Briarwood School reported $200 in plan administrative expenses for 2024: 0.00% of average plan assets, lower 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 1 year on file its reported administrative ratio rose from 0.002% to 0.003%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Texas (3,295th of 5,688), and 2,222nd of 3,091 in educational services. active participation has grown from 84 to 101 since 2022.

Plan summary
Net assets, end of year$8,561,143
Participants with balances148
Active participants101
Employer contributions—
Employee contributions$353,566
Employer contribution per active participant—
Average account balance$57,846
Benefits paid to participants$174,541
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 148 accts
2023$7.4M · 144 accts
2022$7.4M · 144 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$200
Total administrative$200
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 · 20241
TIAA$275

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$200 · 0.00%
2023$150 · 0.00%
2022Not separately reported
All plans at this employer2
THE BRIARWOOD SCHOOL TDA PLAN403(b)
THE BRIARWOOD SCHOOL 403B DC PLAN403(b)
Similar plansEducational Services · Texas
Aceable, Inc. TX$8.7M · 1.11%
Dallas Christian School TX$7.8M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814638450 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.