Plan Ledger DOL Form 5500 · updated monthly

The Brook Hill School, Inc.401(k)

THE BROOK HILL SCHOOL 403(B) PLAN · BULLARD, TX · plan year 2022

Reported admin expense ratio · 2022
0.23%

The Brook Hill School, Inc. reported $2,430 in plan administrative expenses for 2022: 0.23% of average plan assets, below the peer median. 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.

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 Texas (5,258th of 5,688), and 2,969th of 3,091 in educational services.

Plan summary
Net assets, end of year$1,069,820
Participants with balances40
Active participants159
Employer contributions—
Employee contributions$123,298
Employer contribution per active participant—
Average account balance$26,746
Benefits paid to participants$252,065
Plan auditUnmodified (clean) audit opinion
AuditorHENRY & PETERS, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,430
Total administrative$2,430
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.

Administrative cost history1
2022$2,430 · 0.23%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 752514503 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.