Plan Ledger DOL Form 5500 · updated monthly

The Harley School403(b)

THE HARLEY SCHOOL DC PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

The Harley School reported $20,441 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,200 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 0.00% to 0.06%. 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 1,747th-largest of 5,648 plans among New York employers on file, and the 1,158th of 3,091 in educational services. In 2024, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,555,334
Participants with balances303
Active participants182
Employer contributions$400,373
Employee contributions$869,845
Employer contribution per active participant$2,200
Average account balance$117,344
Benefits paid to participants$1,862,479
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.6M · 303 accts · $400K emplr
2023$32.0M · 305 accts · $396K emplr
2022$29.2M · 297 accts · $391K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,441
Total administrative$20,441
Employer contributions to the The Harley School plan · 2024
Employer contribution per active participant$2,200
Median for plans this size$2,416
2024$2,200 per active participant
2023$2,097 per active participant
2022$2,173 per active participant

The Harley School's 2024 employer contribution ran below 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 · 20241
TIAA · Custodial (securities) · Recordkeeping$26,234

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$20,441 · 0.06%
2023$16,288 · 0.05%
2022$1,040 · 0.00%
Similar plansEducational Services · New York
Cazenovia College NY$36.2M · 0.04%
Hilbert College NY$36.0M · 0.14%
Tpr Education, LLC NY$35.0M · 0.39%
Rippowam Cisqua School NY$34.5M · 0.19%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 160755783 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.