The Episcopal Academy403(b)
THE EPISCOPAL ACADEMY 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN · NEWTOWN SQUARE, PA · plan year 2024
The Episcopal Academy reported $26,874 in plan administrative expenses for 2024: 0.05% 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 2 years on file its reported administrative ratio rose from 0.04% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 701st-largest of 3,651 plans among Pennsylvania employers on file, and the 823rd of 3,091 in educational services.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 231370500 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.