Plan Ledger DOL Form 5500 · updated monthly

Almaden Country Day School401(k)

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALMADEN COUNTRY DAY SCHOOL · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Almaden Country Day School reported $1,104 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,676 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 0.007% to 0.009%. 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 among the smaller plans on file in California (4,776th of 9,483), and 1,916th of 3,091 in educational services. In 2024, employees put in $3.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,924,774
Participants with balances139
Active participants103
Employer contributions$275,614
Employee contributions$889,214
Employer contribution per active participant$2,676
Average account balance$92,984
Benefits paid to participants$229,926
Plan auditUnmodified (clean) audit opinion
AuditorHOOD & STRONG LLP
Plan history2
Yearassets · accounts · employer contribution
2024$12.9M · 139 accts · $276K emplr
2023$10.4M · 130 accts · $240K emplr
The Almaden Country Day School 401(k) match · 2024
Employer contribution per active participant$2,676
Median for plans this size$2,416
2024$2,676 per active participant
2023$2,524 per active participant

Almaden Country Day School's 2024 employer contribution ran above 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$104

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history2
2024$1,104 · 0.01%
2023$634 · 0.01%
Similar plansEducational Services · California
Village School CA$13.8M · 0.10%
Aka Head Start, Inc. CA$13.2M · 0.16%
Into North America, Inc. CA$13.1M · 0.04%
Mathnasium LLC CA$12.1M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770451623 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.