Plan Ledger DOL Form 5500 · updated monthly

The Emery Weiner Center for Jewish Education403(b)

THE EMERY WEINER SCHOOL TAX 403(B) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

The Emery Weiner Center for Jewish Education reported $79,194 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,220 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 0.64%. 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 2,614th-largest of 5,688 plans among Texas employers on file, and 1,895th of 3,091 in educational services. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,414,277
Participants with balances134
Active participants105
Employer contributions$338,127
Employee contributions$673,993
Employer contribution per active participant$3,220
Average account balance$100,107
Benefits paid to participants$802,500
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 134 accts · $338K emplr
2023$11.3M · 134 accts · $238K emplr
2022$9.7M · 138 accts · $226K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,194
Total administrative$79,194
Employer contributions to the The Emery Weiner Center for Jewish Education plan · 2024
Employer contribution per active participant$3,220
Median for plans this size$2,416
2024$3,220 per active participant
2023$2,310 per active participant
2022$2,198 per active participant

The Emery Weiner Center for Jewish Education'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$79,194
B. RILEY WEALTH ADVISORS, INC. · Investment advisory (plan)indirect comp

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$79,194 · 0.64%
2023$74,055 · 0.71%
2022$72,203 · 0.66%
Same employer
Similar plansEducational Services · Texas
Stve-Aai Education, Inc TX$13.8M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741990541 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.