Plan Ledger DOL Form 5500 · updated monthly

Bullis School Inc.401(k)

BULLIS SCHOOL 401(K) PLAN · POTOMAC, MD · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Bullis School Inc. reported $1,974 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,933 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 0.01% to 0.00%. 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 356th-largest of 1,671 plans among Maryland employers on file, and the 1,002nd of 3,091 in educational services. In 2024, employees put in $1.20 for every $1.00 the employer contributed; active participation has grown from 250 to 275 since 2022.

Plan summary
Net assets, end of year$44,829,703
Participants with balances391
Active participants275
Employer contributions$1,356,481
Employee contributions$1,629,900
Employer contribution per active participant$4,933
Average account balance$114,654
Benefits paid to participants$4,686,739
Plan auditUnmodified (clean) audit opinion
AuditorCOHN REZNICK
Plan history3
Yearassets · accounts · employer contribution
2024$44.8M · 391 accts · $1.4M emplr
2023$41.1M · 382 accts · $1.4M emplr
2022$34.7M · 392 accts · $1.2M emplr
The Bullis School Inc. 401(k) match · 2024
Employer contribution per active participant$4,933
Median for plans this size$2,416
2024$4,933 per active participant
2023$6,342 per active participant
2022$4,989 per active participant

Bullis 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$1,974 · 0.00%
2023$20,132 · 0.05%
2022$3,565 · 0.01%
Same employer
Similar plansEducational Services · Maryland
Landon School Corporation MD$49.5M · 0.24%
Education Affiliates, Inc. MD$46.7M · 0.65%
Key School, Inc. MD$41.1M · 0.03%
Teaching Strategies, LLC MD$40.5M · 0.03%
French International School MD$35.5M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 520635080 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.