Plan Ledger DOL Form 5500 · updated monthly

The Ross School403(b)

THE ROSS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · EAST HAMPTON, NY · 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 Ross School reported $18,905 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,011 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 0.11%. 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 2,632nd-largest of 5,648 plans among New York employers on file, and 1,647th of 3,091 in educational services. In 2024, employees put in $1.68 for every $1.00 the employer contributed; active participation has grown from 66 to 111 since 2022.

Plan summary
Net assets, end of year$18,462,181
Participants with balances288
Active participants111
Employer contributions$112,269
Employee contributions$188,477
Employer contribution per active participant$1,011
Average account balance$64,105
Benefits paid to participants$811,659
Plan auditUnmodified (clean) audit opinion
AuditorCAPIN CROUSE LLC
Plan history3
Yearassets · accounts · employer contribution
2024$18.5M · 288 accts · $112K emplr
2023$16.9M · 290 accts · $55K emplr
2022$15.3M · 247 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,905
Total administrative$18,905
Employer contributions to the The Ross School plan · 2024
Employer contribution per active participant$1,011
Median for plans this size$2,416
2024$1,011 per active participant
2023$475 per active participant

The Ross School's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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.

Administrative cost history3
2024$18,905 · 0.11%
2023$180 · 0.00%
2022$75 · 0.00%
All plans at this employer2
THE ROSS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403(b)
THE ROSS SCHOOL TAX DEFERRED ANNUITY PLAN403(b)
Similar plansEducational Services · New York
Gateway School of New York NY$20.3M · 0.03%
Manlius Pebble Hill School NY$19.0M · 0.07%
Donorschoose.Org NY$18.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010880911 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.