Plan Ledger DOL Form 5500 · updated monthly

Atlanta International School403(b)

ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Atlanta International School reported $41,107 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,384 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 0.15% to 0.10%. 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 522nd-largest of 2,160 plans among Georgia employers on file, and the 1,023rd of 3,091 in educational services. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has grown from 232 to 277 since 2022.

Plan summary
Net assets, end of year$43,302,333
Participants with balances466
Active participants277
Employer contributions$937,417
Employee contributions$1,702,944
Employer contribution per active participant$3,384
Average account balance$92,923
Benefits paid to participants$2,282,718
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.3M · 466 accts · $937K emplr
2023$37.8M · 448 accts · $837K emplr
2022$31.5M · 412 accts · $772K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,107
Total administrative$41,107
Employer contributions to the Atlanta International School plan · 2024
Employer contribution per active participant$3,384
Median for plans this size$2,416
2024$3,384 per active participant
2023$3,322 per active participant
2022$3,328 per active participant

Atlanta International 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 · 20242
TIAA$25,032
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan) · Investment advisory (participants)$17,200

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$41,107 · 0.10%
2023$35,266 · 0.10%
2022$51,787 · 0.15%
Same employer
Similar plansEducational Services · Georgia
Wesleyan School, Inc. GA$58.8M · 0.13%
Piedmont University GA$44.1M · 0.12%
Darlington School GA$43.3M · 0.16%
Oglethorpe University GA$41.4M · 0.12%
Life University, Inc. GA$41.0M · 0.01%
Covenant College, Inc. GA$37.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581581116 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.