Plan Ledger DOL Form 5500 · updated monthly

Annie Wright Schools403(b)

ANNIE WRIGHT SCHOOLS DC RETIREMENT PLAN · TACOMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Annie Wright Schools reported $40,769 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $2,426 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 0.12% to 0.14%. 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 518th-largest of 1,714 plans among Washington employers on file, and the 1,274th of 3,091 in educational services. In 2024, employees put in $1.09 for every $1.00 the employer contributed; active participation has grown from 208 to 323 since 2022.

Plan summary
Net assets, end of year$30,743,930
Participants with balances406
Active participants323
Employer contributions$783,497
Employee contributions$854,890
Employer contribution per active participant$2,426
Average account balance$75,724
Benefits paid to participants$3,230,959
Plan auditUnmodified (clean) audit opinion
AuditorDWYER, PEMBERTON & COULSON, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$30.7M · 406 accts · $783K emplr
2023$29.0M · 402 accts · $709K emplr
2022$25.3M · 373 accts · $622K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,718
Total administrative$40,769
Employer contributions to the Annie Wright Schools plan · 2024
Employer contribution per active participant$2,426
Median for plans this size$2,416
2024$2,426 per active participant
2023$3,712 per active participant
2022$2,989 per active participant

Annie Wright Schools'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 · 20242
TIAA TEACHERS INSURANCE & ANNUITY · Recordkeeping · Contract administrator$27,179
LPL FINANCIAL · Investment advisory (participants) · Investment advisory (plan)$12,539

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$40,769 · 0.14%
2023$28,306 · 0.10%
2022$28,470 · 0.12%
Same employer
Similar plansEducational Services · Washington
Saint Martins University WA$33.6M · 0.19%
The Evergreen School WA$31.2M · 0.05%
Cornish College of the Arts WA$28.2M · 0.19%
Dreambox Learning, Inc. WA$24.0M · 0.40%
Digipen USA LLC WA$22.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910567266 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.