Plan Ledger DOL Form 5500 · updated monthly

Caliber Public Schools401(k)

CALIBER PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST · RICHMOND, CA · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Caliber Public Schools reported $52,730 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. Employer contributions averaged $1,862 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 3 years on file its reported administrative ratio has held roughly steady near 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (6,160th of 9,483), and 2,290th of 3,091 in educational services. In 2024, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,565,880
Participants with balances316
Active participants223
Employer contributions$415,256
Employee contributions$873,434
Employer contribution per active participant$1,862
Average account balance$23,943
Benefits paid to participants$344,107
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 316 accts · $415K emplr
2023$5.8M · 301 accts · $326K emplr
2022$4.3M · 295 accts · $362K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,605
Investment management$2,125
Total administrative$52,730
The Caliber Public Schools 401(k) match · 2024
Employer contribution per active participant$1,862
Median for plans this size$1,313
2024$1,862 per active participant
2023$1,530 per active participant
2022$1,542 per active participant

Caliber Public Schools's 2024 employer contribution ran above the $1,313 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
EMPOWER ADVISORY GROUP, LLC · Investment management$2,125
KESTRA INVESTMENT SERVICES LLCindirect 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$52,730 · 0.79%
2023$44,387 · 0.88%
2022$35,367 · 0.83%
Same employer
Similar plansEducational Services · California
Black Pine Circle, Inc. CA$8.0M · 0.84%
The Wesley School CA$7.7M · 0.00%
Heights Christian Schools CA$7.4M · 0.16%
Presidio Knolls School CA$7.4M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461219795 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.