Plan Ledger DOL Form 5500 · updated monthly

The Stony Brook School403(b)

THE STONY BROOK SCHOOL DEFINED CONTRIBUTION PLAN · STONY BROOK, NY · plan year 2025

Reported admin expense ratio · 2025
0.20%

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

The Stony Brook School reported $57,535 in plan administrative expenses for 2025: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,076 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 3 years on file its reported administrative ratio rose from 0.00% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 1,925th-largest of 5,648 plans among New York employers on file, and the 1,275th of 3,091 in educational services. In 2025, employees put in $1.36 for every $1.00 the employer contributed; active participation has grown from 162 to 181 since 2022.

Plan summary
Net assets, end of year$30,722,540
Participants with balances299
Active participants181
Employer contributions$556,827
Employee contributions$757,142
Employer contribution per active participant$3,076
Average account balance$102,751
Benefits paid to participants$2,155,940
Plan auditUnmodified (clean) audit opinion
AuditorCAPIN CROUSE LLP
Plan history4
Yearassets · accounts · employer contribution
2025$30.7M · 299 accts · $557K emplr
2024$26.0M · 296 accts · $506K emplr
2023$23.6M · 286 accts · $458K emplr
2022$21.2M · 284 accts · $440K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$50,234
Investment management$7,301
Total administrative$57,535
Employer contributions to the The Stony Brook School plan · 2025
Employer contribution per active participant$3,076
Median for plans this size$2,666
2025$3,076 per active participant
2024$2,872 per active participant
2023$2,662 per active participant
2022$2,714 per active participant

The Stony Brook School's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
NFP RETIREMENT INC. · Investment advisory (plan)$34,072
TIAA$14,238
CAPIN CROUSE LLP · Accounting / audit$5,950

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

Administrative cost history4
2025$57,535 · 0.20%
2024$51,373 · 0.21%
2023$19,629 · 0.09%
2022$75 · 0.00%
Same employer
Similar plansEducational Services · New York
The Summit Center Inc. NY$32.5M · 0.36%
Medaille University NY$31.6M · 0.02%
Acelero, Inc. NY$31.1M · 0.64%
Trudeau Institute, Inc. NY$29.9M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 116112414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.