Plan Ledger DOL Form 5500 · updated monthly

Lakeside School403(b)

LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Lakeside School reported $71,145 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $6,962 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 0.066% to 0.072%. 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 177th-largest of 1,714 plans among Washington employers on file, and the 510th of 3,091 in educational services. In 2024, employees put in $1.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$102,772,424
Participants with balances598
Active participants239
Employer contributions$1,663,831
Employee contributions$2,199,596
Employer contribution per active participant$6,962
Average account balance$171,860
Benefits paid to participants$7,559,162
Plan auditUnmodified (clean) audit opinion
AuditorCLARK NUBER
Plan history3
Yearassets · accounts · employer contribution
2024$102.8M · 598 accts · $1.7M emplr
2023$94.8M · 598 accts · $1.6M emplr
2022$83.8M · 583 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,759
Investment management$37,027
Audit (IQPA)$21,700
Total administrative$71,145
Employer contributions to the Lakeside School plan · 2024
Employer contribution per active participant$6,962
Median for plans this size$3,635
2024$6,962 per active participant
2023$6,472 per active participant
2022$6,238 per active participant

Lakeside School's 2024 employer contribution ran above the $3,635 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 · 20243
TIAA · Recordkeeping · Pension consulting$6,759
RBC CAPITAL MARKETS, LLC; SCOTT MER · Investment advisory (plan) · Investment management$37,027
CLARK NUBER · Accounting / audit$21,700

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$71,145 · 0.07%
2023$74,146 · 0.08%
2022$59,440 · 0.07%
Same employer
Similar plansEducational Services · Washington
University of Puget Sound WA$354.1M · 0.07%
Pacific Lutheran University WA$240.3M · 0.16%
Seattle Pacific University WA$110.8M · 0.14%
Whitworth University WA$97.7M · 0.08%
The Bush School WA$49.7M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910564971 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.