Plan Ledger DOL Form 5500 · updated monthly

The Churchill School and Center403(b)

CHURCHILL SCHOOL AND CENTER DEFINED CONTRIBUTION RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

The Churchill School and Center reported $32,580 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,289 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 0.08% to 0.10%. 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 1,815th-largest of 5,648 plans among New York employers on file, and the 1,198th of 3,091 in educational services. In 2024, the employer put in $1.19 for every $1.00 employees contributed themselves; active participation has grown from 128 to 158 since 2022.

Plan summary
Net assets, end of year$33,698,617
Participants with balances348
Active participants158
Employer contributions$835,718
Employee contributions$701,130
Employer contribution per active participant$5,289
Average account balance$96,835
Benefits paid to participants$3,067,039
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.7M · 348 accts · $836K emplr
2023$31.5M · 336 accts · $754K emplr
2022$26.7M · 337 accts · $676K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,580
Total administrative$32,580
Employer contributions to the The Churchill School and Center plan · 2024
Employer contribution per active participant$5,289
Median for plans this size$2,416
2024$5,289 per active participant
2023$5,308 per active participant
2022$5,284 per active participant

The Churchill School and Center'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 · 20242
TIAA$36,184
WORLD INVESTMENT ADVISORS, LLC · Investment advisory (plan)$10,804

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$32,580 · 0.10%
2023$34,174 · 0.12%
2022$20,482 · 0.08%
Same employer
Similar plansEducational Services · New York
Rippowam Cisqua School NY$34.5M · 0.19%
North Shore Hebrew Academy NY$34.4M · 0.11%
Trinity-Pawling School NY$33.7M · 0.15%
Millbrook School NY$33.7M · 0.14%
Catalyst Inc. NY$33.3M · 0.31%
The Viscardi Center, Inc. NY$33.2M · 0.05%
Alliance University NY$33.0M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132722983 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.