Plan Ledger DOL Form 5500 · updated monthly

The International School of San Francisco403(b)

FRENCH AMERICAN INTERNATIONAL SCHOOL DC RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

The International School of San Francisco reported $60,988 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $4,508 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 fell from 0.18% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 1,701st-largest of 9,483 plans among California employers on file, and the 875th of 3,091 in educational services. In 2024, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,917,601
Participants with balances313
Active participants141
Employer contributions$635,563
Employee contributions$1,407,910
Employer contribution per active participant$4,508
Average account balance$169,066
Benefits paid to participants$1,513,171
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.9M · 313 accts · $636K emplr
2023$47.1M · 300 accts · $593K emplr
2022$39.8M · 281 accts · $589K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,816
Investment management$1,172
Total administrative$60,988
Employer contributions to the The International School of San Francisco plan · 2024
Employer contribution per active participant$4,508
Median for plans this size$3,635
2024$4,508 per active participant
2023$4,391 per active participant
2022$4,269 per active participant

The International School of San Francisco's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MULTINOMAH GROUP, INC · Investment advisory (plan)$33,250
TIAA$22,557

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$60,988 · 0.12%
2023$52,546 · 0.12%
2022$69,013 · 0.18%
Same employer
Similar plansEducational Services · California
Fresno Pacific University CA$53.4M · 0.09%
Keck Graduate Institute CA$50.8M · 0.03%
Marin Academy CA$50.2M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941558658 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.