Plan Ledger DOL Form 5500 · updated monthly

California Western School of Law403(b)

CALIFORNIA WESTERN SCHOOL OF LAW DEFINED CONTRIBUTION RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

California Western School of Law reported $89,478 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $6,864 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 0.11% to 0.12%. 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 1,304th-largest of 9,483 plans among California employers on file, and the 696th of 3,091 in educational services. In 2024, employees put in $1.32 for every $1.00 the employer contributed; active participation has shrunk from 137 to 110 since 2022.

Plan summary
Net assets, end of year$72,365,099
Participants with balances354
Active participants110
Employer contributions$755,048
Employee contributions$999,081
Employer contribution per active participant$6,864
Average account balance$204,421
Benefits paid to participants$8,763,799
Plan auditDisclaimer of opinion
AuditorWEST, RHODE & ROBERTS
Plan history3
Yearassets · accounts · employer contribution
2024$72.4M · 354 accts · $755K emplr
2023$71.0M · 396 accts · $813K emplr
2022$64.4M · 396 accts · $884K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,183
Investment management$30,295
Audit (IQPA)$16,000
Total administrative$89,478
Employer contributions to the California Western School of Law plan · 2024
Employer contribution per active participant$6,864
Median for plans this size$3,635
2024$6,864 per active participant
2023$6,774 per active participant
2022$6,456 per active participant

California Western School of Law's 2024 employer contribution ran above the $3,635 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 · 20244
TIAA · Recordkeeping · Pension consulting$43,478
ALERUS FINANCIAL · Investment advisory (plan)$22,500
WEST, RHODE & ROBERTS · Accounting / audit$16,000
ALERUS INVESTMENT ADVISORS · Investment management$7,500

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$89,478 · 0.12%
2023$79,710 · 0.12%
2022$77,968 · 0.11%
Same employer
Similar plansEducational Services · California
The Bishop's School CA$79.1M · 0.12%
The Harker School CA$73.3M · 0.22%
Kipp Bay Area Schools CA$67.3M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952944594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.