Plan Ledger DOL Form 5500 · updated monthly

Chinese American International School403(b)

CHINESE AMERICAN INTERNATIONAL SCHOOL RETIREMENT SAVINGS PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Chinese American International School reported $70,184 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $4,675 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 0.23% to 0.25%. 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 2,701st-largest of 9,483 plans among California employers on file, and the 1,299th of 3,091 in educational services. In 2024, employees put in $2.09 for every $1.00 the employer contributed; active participation has grown from 108 to 126 since 2022.

Plan summary
Net assets, end of year$29,616,745
Participants with balances275
Active participants126
Employer contributions$589,100
Employee contributions$1,231,703
Employer contribution per active participant$4,675
Average account balance$107,697
Benefits paid to participants$1,790,313
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.6M · 275 accts · $589K emplr
2023$26.5M · 259 accts · $511K emplr
2022$23.4M · 256 accts · $486K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,498
Investment management$20,000
Audit (IQPA)$9,686
Total administrative$70,184
Employer contributions to the Chinese American International School plan · 2024
Employer contribution per active participant$4,675
Median for plans this size$2,416
2024$4,675 per active participant
2023$4,601 per active participant
2022$4,504 per active participant

Chinese American International School'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 · 20243
TIAA · Recordkeeping · Pension consulting$40,498
CONCURRENT INVESTMENT ADVISORS,LLC · Investment advisory (plan)$20,000
ARMANINO LLP · Accounting / audit$9,686

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$70,184 · 0.25%
2023$53,470 · 0.21%
2022$50,564 · 0.23%
Same employer
Similar plansEducational Services · California
Thomas Aquinas College CA$31.3M · 0.00%
The Pegasus School CA$30.0M · 0.10%
Sage Hill School CA$29.0M · 0.10%
Holy Names University CA$28.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942786958 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.