Plan Ledger DOL Form 5500 · updated monthly

American Jewish University403(b)

AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

American Jewish University reported $2,958 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,912 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 fell from 0.07% to 0.01%. 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 3,355th-largest of 9,483 plans among California employers on file, and the 1,512th of 3,091 in educational services. In 2024, employees put in $1.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,398,975
Participants with balances371
Active participants156
Employer contributions$298,200
Employee contributions$441,516
Employer contribution per active participant$1,912
Average account balance$60,375
Benefits paid to participants$1,286,784
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.4M · 371 accts · $298K emplr
2023$20.3M · 371 accts · $291K emplr
2022$17.2M · 371 accts · $143K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$900
Investment management$1,508
Total administrative$2,958
Employer contributions to the American Jewish University plan · 2024
Employer contribution per active participant$1,912
Median for plans this size$2,416
2024$1,912 per active participant
2023$1,880 per active participant
2022$914 per active participant

American Jewish University'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 · 20241
TIAA · Recordkeeping · Pension consulting$1,278

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$2,958 · 0.01%
2023$5,972 · 0.03%
2022$13,713 · 0.07%
Same employer
Similar plansEducational Services · California
Harbor Day School CA$23.5M · 0.16%
Kai Ming, Inc CA$21.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951684064 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.