Plan Ledger DOL Form 5500 · updated monthly

Fountain Valley School of Colorado403(b)

FOUNTAIN VALLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · COLORADO SPRINGS, CO · plan year 2025

Reported admin expense ratio · 2025
0.00%

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

Fountain Valley School of Colorado reported $590 in plan administrative expenses for 2025: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,690 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 3 years on file its reported administrative ratio fell from 0.04% to 0.00%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 409th-largest of 1,461 plans among Colorado employers on file, and the 1,386th of 3,091 in educational services. In 2025, employees put in $1.10 for every $1.00 the employer contributed; active participation has grown from 91 to 105 since 2022.

Plan summary
Net assets, end of year$26,643,141
Participants with balances285
Active participants105
Employer contributions$492,425
Employee contributions$541,429
Employer contribution per active participant$4,690
Average account balance$93,485
Benefits paid to participants$937,504
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$26.6M · 285 accts · $492K emplr
2024$23.1M · 275 accts · $419K emplr
2023$20.8M · 276 accts · $417K emplr
2022$18.8M · 267 accts · $410K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$590
Total administrative$590
Employer contributions to the Fountain Valley School of Colorado plan · 2025
Employer contribution per active participant$4,690
Median for plans this size$2,666
2025$4,690 per active participant
2024$4,713 per active participant
2023$4,434 per active participant
2022$4,502 per active participant

Fountain Valley School of Colorado's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025$590 · 0.00%
2024$220 · 0.00%
2023$1,921 · 0.01%
2022$7,475 · 0.04%
Same employer
Similar plansEducational Services · Colorado
Kent Denver School CO$52.3M · 0.04%
Graland Country Day School CO$45.3M · 0.01%
Golftec Management LLC CO$29.8M · 0.68%
Rocky Vista University, LLC CO$26.1M · 0.55%
Denver Academy, Inc. CO$23.0M · 0.07%
Iliff School of Theology CO$22.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840423922 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.