Plan Ledger DOL Form 5500 · updated monthly

Jserra Catholic High School401(k)

JSERRA CATHOLIC HIGH SCHOOL 401(K) SAVINGS PLAN · SAN JUAN CAPISTRANO, CA · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Jserra Catholic High School reported $79,247 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $983 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 0.31% to 0.81%. 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 (5,270th of 9,483), and 2,052nd of 3,091 in educational services. In 2024, employees put in $4.48 for every $1.00 the employer contributed; active participation has grown from 206 to 243 since 2022.

Plan summary
Net assets, end of year$10,711,112
Participants with balances155
Active participants243
Employer contributions$238,984
Employee contributions$1,070,074
Employer contribution per active participant$983
Average account balance$69,104
Benefits paid to participants$830,108
Plan auditUnmodified (clean) audit opinion
AuditorRJI
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 155 accts · $239K emplr
2023$8.8M · 154 accts · $243K emplr
2022$7.5M · 141 accts · $201K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,637
Investment management$48,610
Total administrative$79,247
The Jserra Catholic High School 401(k) match · 2024
Employer contribution per active participant$983
Median for plans this size$1,313
2024$983 per active participant
2023$1,144 per active participant
2022$978 per active participant

Jserra Catholic High School's 2024 employer contribution ran below the $1,313 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 · 20243
BEACON POINTE HOLDINGS LLC DBA BEAC · Investment advisory (plan)$37,549
EMPOWER ADVISORY GROUP, LLC · Investment management$11,061

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$79,247 · 0.81%
2023$41,139 · 0.50%
2022$21,275 · 0.31%
Same employer
Similar plansEducational Services · California
Mwla, Inc. CA$11.7M · 0.12%
Marin Horizon School CA$11.2M · 0.00%
Ojai Valley School, Inc. CA$10.9M · 0.08%
College Track CA$10.3M · 0.53%
Pacific Charter Institute CA$10.2M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330901351 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.