Plan Ledger DOL Form 5500 · updated monthly

Epiphany School403(b)

EPIPHANY SCHOOL 403(B) DC PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Epiphany School reported $10,829 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,967 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 0.06% to 0.07%. 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 811th-largest of 1,714 plans among Washington employers on file, and 1,768th of 3,091 in educational services. In 2024, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,928,388
Participants with balances137
Active participants69
Employer contributions$342,705
Employee contributions$489,150
Employer contribution per active participant$4,967
Average account balance$116,266
Benefits paid to participants$2,270,482
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 137 accts · $343K emplr
2023$15.4M · 135 accts · $339K emplr
2022$13.1M · 136 accts · $311K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,829
Total administrative$10,829
Employer contributions to the Epiphany School plan · 2024
Employer contribution per active participant$4,967
Median for plans this size$2,416
2024$4,967 per active participant
2023$5,551 per active participant
2022$4,638 per active participant

Epiphany 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 · 20241
TIAA · Recordkeeping · Pension consulting$10,829

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$10,829 · 0.07%
2023$9,046 · 0.06%
2022$7,561 · 0.06%
Similar plansEducational Services · Washington
St. Thomas School WA$19.7M · 0.41%
College Success Foundation WA$16.0M · 0.32%
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%
The Bear Creek School WA$14.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237014921 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.