The Whitney Academy, Inc.403(b)
THE WHITNEY ACADEMY, INC. TDA PLAN · EAST FREETOWN, MA · plan year 2024
The Whitney Academy, Inc. reported $50 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. 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 1 year on file its reported administrative ratio fell from 0.002% to 0.001%. 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 Massachusetts (2,260th of 2,726), and 2,447th of 3,091 in educational services.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 042939430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.