Plan Ledger DOL Form 5500 · updated monthly

La Jolla Country Day School403(b)

LA JOLLA COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · LA JOLLA, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

La Jolla Country Day School reported $102,331 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $6,667 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 0.09% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 1,079th-largest of 9,483 plans among California employers on file, and the 570th of 3,091 in educational services. In 2024, employees put in $1.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$91,815,738
Participants with balances521
Active participants249
Employer contributions$1,659,969
Employee contributions$2,064,161
Employer contribution per active participant$6,667
Average account balance$176,230
Benefits paid to participants$3,912,819
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$91.8M · 521 accts · $1.7M emplr
2023$81.9M · 524 accts · $1.5M emplr
2022$71.2M · 535 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$102,331
Total administrative$102,331
Employer contributions to the La Jolla Country Day School plan · 2024
Employer contribution per active participant$6,667
Median for plans this size$3,635
2024$6,667 per active participant
2023$6,321 per active participant
2022$5,639 per active participant

La Jolla Country Day School's 2024 employer contribution ran above the $3,635 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
TIAA$57,131
NFP RETIREMENT INC. · Investment advisory (plan)$33,500
HOLTHOUSE CARLIN & VAN TRIGT LLP · Accounting / audit$12,150

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$102,331 · 0.12%
2023$88,960 · 0.12%
2022$71,343 · 0.09%
Same employer
Similar plansEducational Services · California
Polytechnic School CA$99.9M · 0.08%
Brentwood School CA$99.8M · 0.15%
The Asia Foundation CA$93.3M · 0.03%
Fuller Theological Seminary CA$91.3M · 0.00%
The Head-Royce School CA$89.0M · 0.13%
Golden Gate University CA$87.6M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951875978 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.