Plan Ledger DOL Form 5500 · updated monthly

College Success Foundation403(b)

COLLEGE SUCCESS FOUNDATION 403(B) DC PLAN · BELLEVUE, WA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

College Success Foundation reported $47,836 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $2,813 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 0.28% to 0.32%. 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 808th-largest of 1,714 plans among Washington employers on file, and 1,766th of 3,091 in educational services. In 2024, employees put in $1.51 for every $1.00 the employer contributed; active participation has grown from 145 to 190 since 2022.

Plan summary
Net assets, end of year$15,988,283
Participants with balances318
Active participants190
Employer contributions$534,511
Employee contributions$809,781
Employer contribution per active participant$2,813
Average account balance$50,278
Benefits paid to participants$1,535,498
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 318 accts · $535K emplr
2023$14.1M · 311 accts · $494K emplr
2022$11.8M · 300 accts · $368K emplr
Employer contributions to the College Success Foundation plan · 2024
Employer contribution per active participant$2,813
Median for plans this size$2,416
2024$2,813 per active participant
2023$2,559 per active participant
2022$2,537 per active participant

College Success Foundation's 2024 employer contribution ran above the $2,416 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 · 20242
TIAA-TEACHERS INSURANCE AND ANNUITY · Plan administrator$26,584
GALLAGHER FIDUCIARY SERVICES LLC$25,564

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$47,836 · 0.32%
2023$37,707 · 0.29%
2022$35,462 · 0.28%
Same employer
Similar plansEducational Services · Washington
Digipen USA LLC WA$22.8M · 0.23%
St. Thomas School WA$19.7M · 0.41%
Epiphany School WA$15.9M · 0.07%
The Open Window School WA$15.3M · 0.21%
Perry Technical Institute WA$14.8M · 0.29%
Day 1 Academies WA$14.3M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 912036088 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.