Plan Ledger DOL Form 5500 · updated monthly

Crespi Carmelite High School403(b)

CRESPI CARMELITE HIGH SCHOOL 403(B) PLAN · ENCINO, CA · plan year 2022

Reported admin expense ratio · 2022
0.47%

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

Crespi Carmelite High School reported $20,424 in plan administrative expenses for 2022: 0.47% of average plan assets, below the peer median. Employer contributions averaged $1,138 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (7,329th of 9,483), and 2,597th of 3,091 in educational services. In 2022, employees put in $2.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,163,720
Participants with balances83
Active participants116
Employer contributions$132,025
Employee contributions$368,272
Employer contribution per active participant$1,138
Average account balance$50,165
Benefits paid to participants$155,310
Plan auditUnmodified (clean) audit opinion
AuditorLAWRENCE R. MITCHELL & COMPANY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$20,424
Total administrative$20,424
Employer contributions to the Crespi Carmelite High School plan · 2022
Employer contribution per active participant$1,138
Median for plans this size$1,114

Crespi Carmelite High School's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$20,424 · 0.47%
Similar plansEducational Services · California
Amethod Public Schools CA$4.5M · 0.23%
Warren Walker School, Inc CA$4.4M · 0.70%
Excelsior Charter Group CA$3.8M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952148415 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.