Plan Ledger DOL Form 5500 · updated monthly

The Rochester School of the Holy Childhood403(b)

THE ROCHESTER SCHOOL OF THE HOLY CHILDHOOD, INC. 4 · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

The Rochester School of the Holy Childhood reported $30,335 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. Employer contributions averaged $955 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 0.05% to 0.33%. 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 New York (3,672nd of 5,648), and 2,157th of 3,091 in educational services. In 2024, employees put in $3.44 for every $1.00 the employer contributed; active participation has shrunk from 223 to 194 since 2022.

Plan summary
Net assets, end of year$9,541,259
Participants with balances229
Active participants194
Employer contributions$185,245
Employee contributions$636,591
Employer contribution per active participant$955
Average account balance$41,665
Benefits paid to participants$1,017,380
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 229 accts · $185K emplr
2023$8.7M · 262 accts · $183K emplr
2022$8.4M · 238 accts · $162K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,335
Total administrative$30,335
Employer contributions to the The Rochester School of the Holy Childhood plan · 2024
Employer contribution per active participant$955
Median for plans this size$1,313
2024$955 per active participant
2023$712 per active participant
2022$728 per active participant

The Rochester School of the Holy Childhood'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$32,520
UBS FINANCIAL SERVICES · Investment advisory (plan)indirect comp

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$30,335 · 0.33%
2023$3,373 · 0.04%
2022$4,234 · 0.05%
Same employer
Similar plansEducational Services · New York
The Posse Foundation NY$9.2M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160761224 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.