Plan Ledger DOL Form 5500 · updated monthly

The Windward School403(b)

WINDWARD SCHOOL RETIREMENT PLAN · WHITE PLAINS, NY · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

The Windward School reported $30,331 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,179 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 0.03% to 0.04%. 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 900th-largest of 5,648 plans among New York employers on file, and the 601st of 3,091 in educational services. In 2024, the employer put in $1.21 for every $1.00 employees contributed themselves; active participation has grown from 395 to 445 since 2022.

Plan summary
Net assets, end of year$87,025,740
Participants with balances661
Active participants445
Employer contributions$2,749,508
Employee contributions$2,264,097
Employer contribution per active participant$6,179
Average account balance$131,658
Benefits paid to participants$4,255,299
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$87.0M · 661 accts · $2.7M emplr
2023$76.9M · 676 accts · $2.7M emplr
2022$66.2M · 630 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,331
Total administrative$30,331
Employer contributions to the The Windward School plan · 2024
Employer contribution per active participant$6,179
Median for plans this size$3,635
2024$6,179 per active participant
2023$6,259 per active participant
2022$5,986 per active participant

The Windward 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 · 20241
TIAA · Recordkeeping · Pension consulting$30,331

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$30,331 · 0.04%
2023$22,465 · 0.03%
2022$19,957 · 0.03%
Same employer
Similar plansEducational Services · New York
Albany Law School NY$89.5M · 0.06%
Tntp, Inc. NY$87.1M · 0.20%
Allen-Stevenson School NY$79.5M · 0.07%
Lycee Francais de New York NY$79.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131740499 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.