Plan Ledger DOL Form 5500 · updated monthly

Flintridge Preparatory School403(b)

FLINTRIDGE PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · LACANADA, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Flintridge Preparatory School reported $42,089 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,375 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 0.11%. 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 2,102nd-largest of 9,483 plans among California employers on file, and the 1,068th of 3,091 in educational services. In 2024, employees put in $1.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,717,147
Participants with balances236
Active participants124
Employer contributions$790,509
Employee contributions$1,033,140
Employer contribution per active participant$6,375
Average account balance$172,530
Benefits paid to participants$1,024,125
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.7M · 236 accts · $791K emplr
2023$34.8M · 233 accts · $741K emplr
2022$31.1M · 223 accts · $673K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,089
Total administrative$42,089
Employer contributions to the Flintridge Preparatory School plan · 2024
Employer contribution per active participant$6,375
Median for plans this size$2,416
2024$6,375 per active participant
2023$5,972 per active participant
2022$5,473 per active participant

Flintridge Preparatory 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 · 20242
TIAA$22,574
CLIFTONLARSONALLEN LLP · Accounting / audit$14,000

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$42,089 · 0.11%
2023$40,356 · 0.12%
2022$20,750 · 0.06%
Same employer
Similar plansEducational Services · California
Cate School CA$41.0M · 0.12%
The Nueva School CA$41.0M · 0.15%
Oaks Christian School CA$40.9M · 0.07%
The Branson School CA$40.7M · 0.16%
Bentley School, Inc. CA$39.1M · 0.00%
Woodbury University CA$37.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951643324 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.