Plan Ledger DOL Form 5500 · updated monthly

William Jewell College403(b)

WILLIAM JEWELL COLLEGE 403(B) PLAN · LIBERTY, MO · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

William Jewell College reported $94,388 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $2,671 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 0.03% to 0.18%. 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 304th-largest of 1,393 plans among Missouri employers on file, and the 870th of 3,091 in educational services. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$53,631,448
Participants with balances417
Active participants201
Employer contributions$536,903
Employee contributions$1,015,063
Employer contribution per active participant$2,671
Average account balance$128,613
Benefits paid to participants$4,154,222
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.6M · 417 accts · $537K emplr
2023$49.7M · 422 accts · $550K emplr
2022$44.7M · 428 accts · $562K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,171
Investment management$24,217
Total administrative$94,388
Employer contributions to the William Jewell College plan · 2024
Employer contribution per active participant$2,671
Median for plans this size$3,635
2024$2,671 per active participant
2023$2,697 per active participant
2022$2,728 per active participant

William Jewell College's 2024 employer contribution ran below the $3,635 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 · 20243
GUIDESTONE FINANCIAL RESOURCES · Recordkeeping · Investment advisory (plan)$44,228
TIAA · Recordkeeping$201
CBIZ INVESTMENT ADVISORY SERVICES · Investment management$24,217

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

Recordkeeper by year2
2024GUIDESTONE FINANCIAL RESOURCES, TIAA
2023GUIDESTONE FINANCIAL RESOURCES, TIAA

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

Administrative cost history3
2024$94,388 · 0.18%
2023$68,961 · 0.15%
2022$15,000 · 0.03%
Same employer
Similar plansEducational Services · Missouri
Columbia College MO$66.4M · 0.22%
Park University MO$66.0M · 0.22%
The Pembroke Hill School MO$60.2M · 0.11%
Fontbonne University MO$40.8M · 0.13%
Avila University MO$34.5M · 0.20%
Kansas City Art Institute MO$32.1M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 440545914 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.