Plan Ledger DOL Form 5500 · updated monthly

Joshua, Inc.403(b)

THE JOSHUA SCHOOL 403(B) PLAN · ENGLEWOOD, CO · plan year 2022

Reported admin expense ratio · 2022
0.81%

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

Joshua, Inc. reported $3,737 in plan administrative expenses for 2022: 0.81% of average plan assets, below the peer median. Employer contributions averaged $42 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Colorado (1,420th of 1,461), and 3,056th of 3,091 in educational services. In 2022, employees put in $11.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$345,332
Participants with balances53
Active participants127
Employer contributions$5,288
Employee contributions$60,486
Employer contribution per active participant$42
Average account balance$6,516
Benefits paid to participants$185,283
Plan auditUnmodified (clean) audit opinion
AuditorSINGERLEWAK
Administrative expenses, itemized · 2022
Investment management$3,737
Total administrative$3,737
Employer contributions to the Joshua, Inc. plan · 2022
Employer contribution per active participant$42
Median for plans this size$331

Joshua, Inc.'s 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,737 · 0.81%
Similar plansEducational Services · Colorado
Weston Enterprises Inc CO$1.3M · 1.01%
A Step Up Academy PA$352K · 2.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460557282 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.