Plan Ledger DOL Form 5500 · updated monthly

Jesuit High School of Sacramento403(b)

JESUIT HIGH SCHOOL OF SACRAMENTO EMPLOYEE RETIREMENT PLAN · CARMICHAEL, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Jesuit High School of Sacramento reported $59,357 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $6,291 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 0.21% to 0.23%. 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 2,890th-largest of 9,483 plans among California employers on file, and the 1,359th of 3,091 in educational services. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,231,343
Participants with balances161
Active participants127
Employer contributions$798,909
Employee contributions$856,839
Employer contribution per active participant$6,291
Average account balance$169,139
Benefits paid to participants$1,516,536
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.2M · 161 accts · $799K emplr
2023$24.2M · 163 accts · $760K emplr
2022$20.0M · 151 accts · $832K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$754
Investment management$58,603
Total administrative$59,357
Employer contributions to the Jesuit High School of Sacramento plan · 2024
Employer contribution per active participant$6,291
Median for plans this size$2,416
2024$6,291 per active participant
2023$5,843 per active participant
2022$6,551 per active participant

Jesuit High School of Sacramento'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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$904
CAPFINANCIAL PARTNERS LLC · Investment advisory (participants) · Investment advisory (plan)$58,603

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$59,357 · 0.23%
2023$51,466 · 0.23%
2022$45,973 · 0.21%
All plans at this employer2
JESUIT HIGH SCHOOL OF SACRAMENTO 401A DC PLANMoney purchase plan
JESUIT HIGH SCHOOL OF SACRAMENTO EMPLOYEE RETIREMENT PLAN403(b)
Same employer
Similar plansEducational Services · California
Ecole Bilingue CA$26.8M · 0.17%
Pacific Ridge School CA$25.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941525873 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.