Plan Ledger DOL Form 5500 · updated monthly

University of Vermont and State Agricultural College Foundation, Inc.403(b)

UNIVERSITY OF VERMONT FOUNDATION 403(B) PLAN · BURLINGTON, VT · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

University of Vermont and State Agricultural College Foundation, Inc. reported $8,999 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,316 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 1 year on file its reported administrative ratio rose from 0.00% to 0.05%. 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 111th-largest of 230 plans among Vermont employers on file, and 1,736th of 3,091 in educational services. In 2024, the employer put in $1.31 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$16,698,718
Participants with balances138
Active participants76
Employer contributions$860,008
Employee contributions$654,911
Employer contribution per active participant$11,316
Average account balance$121,005
Benefits paid to participants$2,839,724
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$16.7M · 138 accts · $860K emplr
2023$16.2M · 133 accts · $773K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,999
Total administrative$8,999
Employer contributions to the University of Vermont and State Agricultural College Foundation, Inc. plan · 2024
Employer contribution per active participant$11,316
Median for plans this size$2,416
2024$11,316 per active participant
2023$9,548 per active participant

University of Vermont and State Agricultural College Foundation, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241

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

Administrative cost history2
2024$8,999 · 0.05%
2023$125 · 0.00%
Similar plansEducational Services · Vermont
The Putney School VT$21.2M · 0.12%
Vermont Academy VT$18.8M · 0.01%
Goddard College VT$13.5M · 0.00%
Lyndon Institute VT$6.4M · 0.26%
Vermont Adult Learning VT$4.3M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 451556038 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.