Plan Ledger DOL Form 5500 · updated monthly

The Kinkaid School, Inc.403(b)

THE KINKAID SCHOOL 403(B) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

The Kinkaid School, Inc. reported $71,812 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $4,381 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 fell from 0.10% to 0.09%. 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 733rd-largest of 5,688 plans among Texas employers on file, and the 627th of 3,091 in educational services. In 2024, employees put in $1.76 for every $1.00 the employer contributed; active participation has grown from 313 to 358 since 2022.

Plan summary
Net assets, end of year$83,396,356
Participants with balances553
Active participants358
Employer contributions$1,568,478
Employee contributions$2,752,973
Employer contribution per active participant$4,381
Average account balance$150,807
Benefits paid to participants$6,431,605
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$83.4M · 553 accts · $1.6M emplr
2023$77.0M · 572 accts · $1.4M emplr
2022$69.2M · 547 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,812
Total administrative$71,812
Employer contributions to the The Kinkaid School, Inc. plan · 2024
Employer contribution per active participant$4,381
Median for plans this size$3,635
2024$4,381 per active participant
2023$4,038 per active participant
2022$4,134 per active participant

The Kinkaid School, Inc.'s 2024 employer contribution ran above the $3,635 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$71,812

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$71,812 · 0.09%
2023$79,841 · 0.11%
2022$67,993 · 0.10%
Same employer
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Hockaday School Inc. TX$106.7M · 0.06%
Academic Partnerships, LLC TX$94.6M · 0.27%
St. Marks School of Texas TX$85.9M · 0.01%
University of St. Thomas TX$70.6M · 0.35%
Greenhill School TX$69.3M · 0.20%
Episcopal School of Dallas TX$68.6M · 0.29%
Austin College TX$65.6M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760295523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.