Plan Ledger DOL Form 5500 · updated monthly

Whitfield School403(b)

WHITFIELD SCHOOL RETIREMENT SAVINGS PLAN · ST. LOUIS, MO · plan year 2023

Reported admin expense ratio · 2023
0.36%

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

Whitfield School reported $68,388 in plan administrative expenses for 2023: 0.36% of average plan assets, above the peer median. Employer contributions averaged $3,371 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 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other educational services employers. By assets it is the 601st-largest of 1,393 plans among Missouri employers on file, and 1,601st of 3,091 in educational services. In 2023, employees put in $2.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,887,129
Participants with balances199
Active participants76
Employer contributions$256,218
Employee contributions$683,835
Employer contribution per active participant$3,371
Average account balance$99,935
Benefits paid to participants$1,708,144
Plan auditUnmodified (clean) audit opinion
AuditorPURK & ASSOCIATES, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$18.4M · 202 accts · $269K emplr
2023$19.9M · 199 accts · $256K emplr
2022$18.1M · 209 accts · $257K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$41,355
Investment management$27,033
Total administrative$68,388
Employer contributions to the Whitfield School plan · 2023
Employer contribution per active participant$3,371
Median for plans this size$2,440
2024$3,244 per active participant
2023$3,371 per active participant
2022$3,253 per active participant

Whitfield School's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$41,355
MONETA GROUP LLC · Investment advisory (plan)$27,033
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$70,877 · 0.37%
2023$68,388 · 0.36%
2022$62,769 · 0.36%
Similar plansEducational Services · Missouri
The Barstow School MO$26.9M · 0.24%
Stephens College MO$26.4M · 0.06%
William Woods University MO$21.7M · 0.47%
Ranken Technical College MO$16.9M · 0.01%
Missouri Valley College MO$16.9M · 0.43%
Berry Foundation MO$7.2M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430911366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.