Plan Ledger DOL Form 5500 · updated monthly

Yeshiva University High Schools401(k)

YESHIVA UNIVERSITY HIGH SCHOOLS RETIREMENT INCOME PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Yeshiva University High Schools reported $62,280 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,388 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 0.23% to 0.25%. 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 2,170th-largest of 5,648 plans among New York employers on file, and the 1,411th of 3,091 in educational services. In 2024, employees put in $3.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,569,232
Participants with balances106
Active participants100
Employer contributions$138,843
Employee contributions$418,354
Employer contribution per active participant$1,388
Average account balance$241,219
Benefits paid to participants$3,109,563
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$25.6M · 106 accts · $139K emplr
2023$24.3M · 108 accts · $151K emplr
2022$20.7M · 109 accts · $159K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,685
Investment management$16,661
Total administrative$62,280
The Yeshiva University High Schools 401(k) match · 2024
Employer contribution per active participant$1,388
Median for plans this size$2,416
2024$1,388 per active participant
2023$1,509 per active participant
2022$1,594 per active participant

Yeshiva University High Schools's 2024 employer contribution ran below the $2,416 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
CAPFINANCIAL PARTNER, LLC · Consulting$27,933
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$17,685
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$16,661

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$62,280 · 0.25%
2023$62,134 · 0.28%
2022$54,589 · 0.23%
Similar plansEducational Services · New York
Birch Family Services, Inc. NY$26.7M · 0.64%
Staten Island Academy NY$26.0M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200247649 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.