Plan Ledger DOL Form 5500 · updated monthly

The Geneva School of Boerne401(k)

THE GENEVA SCHOOL OF BOERNE 401(K) RETIREMENT PLAN · BOERNE, 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 Geneva School of Boerne reported $26,930 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. Employer contributions averaged $994 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 $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 (4,182nd of 5,688), and 2,559th of 3,091 in educational services. In 2024, employees put in $2.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,570,183
Participants with balances157
Active participants114
Employer contributions$113,321
Employee contributions$260,401
Employer contribution per active participant$994
Average account balance$29,109
Benefits paid to participants$236,331
Plan auditUnmodified (clean) audit opinion
AuditorADKF, P.C
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 157 accts · $113K emplr
2023$3.9M · 155 accts · $112K emplr
2022$3.3M · 156 accts · $113K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$765
Investment management$26,165
Total administrative$26,930
The The Geneva School of Boerne 401(k) match · 2024
Employer contribution per active participant$994
Median for plans this size$1,313
2024$994 per active participant
2023$1,042 per active participant
2022$971 per active participant

The Geneva School of Boerne's 2024 employer contribution ran below the $1,313 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
JOHN HANCOCK USA · Recordkeeping · Investment management$800
WILSHIRE ASSOCIATES INC. (USA) · Investment advisory (participants)$831

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$26,930 · 0.64%
2023$22,854 · 0.64%
2022$18,719 · 0.62%
Same employer
Similar plansEducational Services · Texas
Coram Deo Academy, Inc. TX$5.6M · 0.35%
Sci Acquisition Co., Inc. TX$5.3M · 1.40%
Progress Learning, LLC TX$5.2M · 0.36%
Genesys Works TX$3.9M · 0.61%
Headwaters School TX$3.7M · 0.75%
Hallmark University, Inc. TX$3.5M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742903692 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.