Plan Ledger DOL Form 5500 · updated monthly

Thomas Aquinas College403(b)

THOMAS AQUINAS COLLEGE DC RETIREMENT AND TDA PLAN · SANTA PAULA, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Thomas Aquinas College reported $350 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,024 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 0.001% to 0.001%. 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 2,599th-largest of 9,483 plans among California employers on file, and the 1,260th of 3,091 in educational services. In 2024, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,274,396
Participants with balances258
Active participants143
Employer contributions$575,494
Employee contributions$857,974
Employer contribution per active participant$4,024
Average account balance$121,219
Benefits paid to participants$1,339,303
Plan auditUnmodified (clean) audit opinion
AuditorALMICH & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$31.3M · 258 accts · $575K emplr
2023$27.6M · 246 accts · $556K emplr
2022$26.3M · 233 accts · $516K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$350
Total administrative$350
Employer contributions to the Thomas Aquinas College plan · 2024
Employer contribution per active participant$4,024
Median for plans this size$2,416
2024$4,024 per active participant
2023$3,729 per active participant
2022$3,532 per active participant

Thomas Aquinas College's 2024 employer contribution ran above the $2,416 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$350

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$350 · 0.00%
2023$538 · 0.00%
2022$272 · 0.00%
Same employer
Similar plansEducational Services · California
Etr Associates, Inc. CA$31.8M · 0.17%
Landmark Worldwide CA$31.5M · 0.02%
The Pegasus School CA$30.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941698615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.