Plan Ledger DOL Form 5500 · updated monthly

Aspire Public Schools403(b)

ASPIRE PUBLIC SCHOOLS 403(B) CA · OAKLAND, CA · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Aspire Public Schools reported $570 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $796 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (8,304th of 9,483), and 2,861st of 3,091 in educational services. In 2022, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,991,567
Participants with balances241
Active participants171
Employer contributions$136,100
Employee contributions$183,270
Employer contribution per active participant$796
Average account balance$8,264
Benefits paid to participants$33,325
Plan auditUnmodified (clean) audit opinion
AuditorGILBERT CPAS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$570
Total administrative$570
Employer contributions to the Aspire Public Schools plan · 2022
Employer contribution per active participant$796
Median for plans this size$1,114

Aspire Public Schools's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$570 · 0.03%
Same employer
Similar plansEducational Services · California
Ace Charter School CA$2.2M · 0.62%
QE2 Systems Inc CA$2.1M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943311088 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.