Plan Ledger DOL Form 5500 · updated monthly

Curtis School Foundation403(b)

CURTIS SCHOOL DEFINED CONTRIBUTION & TAX DEFERRED ANNUITY PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Curtis School Foundation reported $41,755 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $5,753 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 0.00% to 0.13%. 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 2,466th-largest of 9,483 plans among California employers on file, and the 1,203rd of 3,091 in educational services. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,589,856
Participants with balances189
Active participants110
Employer contributions$632,882
Employee contributions$675,178
Employer contribution per active participant$5,753
Average account balance$177,724
Benefits paid to participants$3,221,200
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.6M · 189 accts · $633K emplr
2023$31.6M · 186 accts · $580K emplr
2022$29.0M · 181 accts · $553K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,655
Audit (IQPA)$1,100
Total administrative$41,755
Employer contributions to the Curtis School Foundation plan · 2024
Employer contribution per active participant$5,753
Median for plans this size$2,416
2024$5,753 per active participant
2023$5,525 per active participant
2022$5,366 per active participant

Curtis School Foundation'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 · 20241
MORGAN STANLEY · Investment advisory (participants) · Investment advisory (plan)$25,200

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$41,755 · 0.13%
2023$44,201 · 0.15%
2022$75 · 0.00%
Same employer
Similar plansEducational Services · California
San Domenico School CA$34.9M · 0.30%
The Colburn School CA$34.1M · 0.03%
Palo Alto University, Inc CA$34.0M · 0.19%
Menlo College CA$33.3M · 0.09%
Rocketship Education CA$32.6M · 0.18%
Fairmont Schools, Inc. CA$32.5M · 0.34%
Mayfield Junior School CA$32.4M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510188298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.