Plan Ledger DOL Form 5500 · updated monthly

Harvard-Westlake School403(b)

HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · STUDIO CITY, CA · plan year 2025

Reported admin expense ratio · 2025
0.02%

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

Harvard-Westlake School reported $52,855 in plan administrative expenses for 2025: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,598 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 0.03% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other educational services employers. By assets it is the 478th-largest of 9,483 plans among California employers on file, and the 229th of 3,091 in educational services. In 2025, employees put in $1.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$251,643,035
Participants with balances816
Active participants363
Employer contributions$4,210,211
Employee contributions$5,128,789
Employer contribution per active participant$11,598
Average account balance$308,386
Benefits paid to participants$12,410,640
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$251.6M · 816 accts · $4.2M emplr
2024$220.8M · 819 accts · $4.0M emplr
2023$197.5M · 820 accts · $3.7M emplr
2022$167.8M · 807 accts · $3.5M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$52,855
Total administrative$52,855
Employer contributions to the Harvard-Westlake School plan · 2025
Employer contribution per active participant$11,598
Median for plans this size$4,093
2025$11,598 per active participant
2024$10,951 per active participant
2023$10,321 per active participant
2022$10,280 per active participant

Harvard-Westlake School's 2025 employer contribution ran above the $4,093 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.

Service providers · 20251
TIAA · Recordkeeping · Pension consulting$52,855

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025TIAA
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$52,855 · 0.02%
2024$47,476 · 0.02%
2023$37,044 · 0.02%
2022$54,098 · 0.03%
Same employer
Similar plansEducational Services · California
Chapman University CA$303.8M · 0.03%
University of la Verne CA$266.2M · 0.08%
Claremont McKenna College CA$258.7M · 0.03%
The University of Redlands CA$233.9M · 0.04%
Harvey Mudd College CA$204.7M · 0.03%
Biola University, Inc. CA$197.6M · 0.07%
Cornerstone Ondemand, Inc. CA$195.8M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 951644019 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.