Plan Ledger DOL Form 5500 · updated monthly

University School of Nashville403(b)

UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

University School of Nashville reported $96,216 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $4,395 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 3 years on file its reported administrative ratio has held roughly steady near 0.23%. 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 309th-largest of 1,496 plans among Tennessee employers on file, and the 1,005th of 3,091 in educational services. In 2024, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,510,668
Participants with balances389
Active participants215
Employer contributions$945,022
Employee contributions$1,440,074
Employer contribution per active participant$4,395
Average account balance$114,423
Benefits paid to participants$2,571,644
Plan auditDisclaimer of opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$44.5M · 389 accts · $945K emplr
2023$38.5M · 371 accts · $881K emplr
2022$33.8M · 361 accts · $889K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,216
Total administrative$96,216
Employer contributions to the University School of Nashville plan · 2024
Employer contribution per active participant$4,395
Median for plans this size$2,416
2024$4,395 per active participant
2023$4,153 per active participant
2022$4,359 per active participant

University School of Nashville'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 · 20243
TIAA · Recordkeeping$51,116
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (participants)$30,067
ACCESS RETIREMENT SERVICES, LLC · Other services$15,033

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$96,216 · 0.23%
2023$83,120 · 0.23%
2022$89,890 · 0.24%
Same employer
Similar plansEducational Services · Tennessee
Freed-Hardeman University TN$47.1M · 0.35%
Montgomery Bell Academy TN$46.7M · 0.01%
Harpeth Hall School TN$45.0M · 0.06%
Memphis University School TN$35.1M · 0.05%
Maryville College TN$34.2M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237424429 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.