Plan Ledger DOL Form 5500 · updated monthly

The Pembroke Hill School403(b)

PEMBROKE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

The Pembroke Hill School reported $61,139 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $5,220 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 2 years on file its reported administrative ratio rose from 0.09% to 0.11%. 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 286th-largest of 1,393 plans among Missouri employers on file, and the 805th of 3,091 in educational services. In 2024, employees put in $1.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$60,245,905
Participants with balances462
Active participants214
Employer contributions$1,117,076
Employee contributions$1,256,849
Employer contribution per active participant$5,220
Average account balance$130,402
Benefits paid to participants$5,067,865
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$60.2M · 462 accts · $1.1M emplr
2023$56.1M · 461 accts · $1.0M emplr
2022$50.8M · 456 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,825
Investment management$6,000
Audit (IQPA)$12,314
Total administrative$61,139
Employer contributions to the The Pembroke Hill School plan · 2024
Employer contribution per active participant$5,220
Median for plans this size$3,635
2024$5,220 per active participant
2023$5,160 per active participant
2022$4,942 per active participant

The Pembroke Hill School'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 · 20243
TIAA · Recordkeeping · Pension consulting$42,825
RSM US LLP · Accounting / audit$12,314
PLANPILOT, LLC · Investment advisory (participants) · Investment advisory (plan)$6,000

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$61,139 · 0.11%
2023$52,216 · 0.10%
2022$46,517 · 0.09%
Same employer
Similar plansEducational Services · Missouri
College of the Ozarks MO$72.1M · 0.26%
Columbia College MO$66.4M · 0.22%
Park University MO$66.0M · 0.22%
William Jewell College MO$53.6M · 0.18%
Fontbonne University MO$40.8M · 0.13%
Avila University MO$34.5M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431326059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.