Plan Ledger DOL Form 5500 · updated monthly

Bentley School, Inc.403(b)

BENTLEY SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Bentley School, Inc. reported $375 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,725 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 0.000% to 0.001%. 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 2,181st-largest of 9,483 plans among California employers on file, and the 1,089th of 3,091 in educational services. In 2024, employees put in $1.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,077,894
Participants with balances430
Active participants135
Employer contributions$772,896
Employee contributions$969,693
Employer contribution per active participant$5,725
Average account balance$90,879
Benefits paid to participants$1,343,982
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.1M · 430 accts · $773K emplr
2023$34.6M · 420 accts · $703K emplr
2022$29.7M · 420 accts · $620K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$375
Total administrative$375
The Bentley School, Inc. 401(k) match · 2024
Employer contribution per active participant$5,725
Median for plans this size$2,416
2024$5,725 per active participant
2023$5,244 per active participant
2022$4,769 per active participant

Bentley School, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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$375

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$375 · 0.00%
2023$100 · 0.00%
2022$75 · 0.00%
Same employer
Similar plansEducational Services · California
The Nueva School CA$41.0M · 0.15%
Oaks Christian School CA$40.9M · 0.07%
The Branson School CA$40.7M · 0.16%
Woodbury University CA$37.5M · 0.08%
The Archer School for Girls CA$37.3M · 0.21%
The Hamlin School CA$37.3M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941700304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.