Plan Ledger DOL Form 5500 · updated monthly

Brentwood School403(b)

BRENTWOOD SCHOOL RETIREMENT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Brentwood School reported $143,244 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $4,109 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 0.13% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 1,006th-largest of 9,483 plans among California employers on file, and the 529th of 3,091 in educational services. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$99,758,577
Participants with balances638
Active participants367
Employer contributions$1,507,857
Employee contributions$2,183,441
Employer contribution per active participant$4,109
Average account balance$156,361
Benefits paid to participants$3,955,405
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$99.8M · 638 accts · $1.5M emplr
2023$90.0M · 627 accts · $1.5M emplr
2022$78.2M · 617 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$143,030
Audit (IQPA)$214
Total administrative$143,244
Employer contributions to the Brentwood School plan · 2024
Employer contribution per active participant$4,109
Median for plans this size$3,635
2024$4,109 per active participant
2023$4,075 per active participant
2022$3,961 per active participant

Brentwood School's 2024 employer contribution ran above the $3,635 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 · 20243
TIAA$78,186
NFP RETIREMENT INC. · Investment advisory (plan)$40,083
CLIFTONLARSONALLEN LLP · Accounting / audit$21,000

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$143,244 · 0.15%
2023$119,849 · 0.14%
2022$94,577 · 0.13%
Same employer
Similar plansEducational Services · California
Art Center College of Design CA$105.3M · 0.10%
Samuel Merritt University CA$101.2M · 0.00%
Polytechnic School CA$99.9M · 0.08%
The Asia Foundation CA$93.3M · 0.03%
La Jolla Country Day School CA$91.8M · 0.12%
Fuller Theological Seminary CA$91.3M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951426236 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.