Plan Ledger DOL Form 5500 · updated monthly

Uncommon Schools, Inc.401(k)

UNCOMMON SCHOOLS, INC. 403(B) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Uncommon Schools, Inc. reported $247,233 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,373 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 0.17% to 0.27%. 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 807th-largest of 5,648 plans among New York employers on file, and the 539th of 3,091 in educational services. In 2024, employees put in $2.24 for every $1.00 the employer contributed; active participation has shrunk from 2,753 to 2,002 since 2022.

Plan summary
Net assets, end of year$98,229,120
Participants with balances1,939
Active participants2,002
Employer contributions$2,749,088
Employee contributions$6,164,926
Employer contribution per active participant$1,373
Average account balance$50,660
Benefits paid to participants$7,898,558
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$98.2M · 1,939 accts · $2.7M emplr
2023$84.9M · 1,758 accts · $2.8M emplr
2022$71.5M · 1,641 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$247,233
Total administrative$247,233
The Uncommon Schools, Inc. 401(k) match · 2024
Employer contribution per active participant$1,373
Median for plans this size$3,635
2024$1,373 per active participant
2023$1,311 per active participant
2022$999 per active participant

Uncommon Schools, Inc.'s 2024 employer contribution ran below the $3,635 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.

Service providers · 20243
FIDUCIENT ADVISOR LLC$46,858
ADVISED ASSET GROUP · Investment management$9,529

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

Administrative cost history3
2024$247,233 · 0.27%
2023$204,445 · 0.26%
2022$110,085 · 0.17%
Same employer
Similar plansEducational Services · New York
Poly Prep Country Day School NY$103.0M · 0.13%
Daemen University NY$102.7M · 0.13%
Monroe College, LTD. NY$100.8M · 0.37%
St. Francis College NY$99.2M · 0.08%
Mount Saint Mary College NY$96.2M · 0.09%
Kipp Nyc, LLC NY$94.6M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311488698 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.