Plan Ledger DOL Form 5500 · updated monthly

Heights Christian Schools403(b)

HEIGHTS CHRISTIAN SCHOOL 403(B) PLAN · LA HABRA HEIGHTS, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Heights Christian Schools reported $10,728 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. Employer contributions averaged $244 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 0.04% to 0.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (6,224th of 9,483), and 2,302nd of 3,091 in educational services. In 2024, employees put in $5.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,375,769
Participants with balances203
Active participants247
Employer contributions$60,310
Employee contributions$356,123
Employer contribution per active participant$244
Average account balance$36,334
Benefits paid to participants$1,040,421
Plan auditUnmodified (clean) audit opinion
AuditorSWENSON CORPORATION
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 203 accts · $60K emplr
2023$6.3M · 210 accts · $107K emplr
2022$5.6M · 220 accts · $111K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,436
Audit (IQPA)$8,292
Total administrative$10,728
Employer contributions to the Heights Christian Schools plan · 2024
Employer contribution per active participant$244
Median for plans this size$1,313
2024$244 per active participant
2023$432 per active participant
2022$437 per active participant

Heights Christian Schools's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
SWENSON CORPORATION · Accounting / audit$8,292
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$2,436

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$10,728 · 0.16%
2023$9,211 · 0.16%
2022$2,531 · 0.04%
Same employer
Similar plansEducational Services · California
The Wesley School CA$7.7M · 0.00%
Caliber Public Schools CA$7.6M · 0.79%
Presidio Knolls School CA$7.4M · 0.68%
Maranatha High School CA$6.8M · 0.54%
Aj Tutoring Inc CA$6.8M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953622135 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.