Plan Ledger DOL Form 5500 · updated monthly

Laurence School401(k)

LAURENCE SCHOOL 401(K) PROFIT SHARING PLAN · VALLEY GLEN, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Laurence School reported $22,599 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $5,486 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (4,976th of 9,483), and 1,971st of 3,091 in educational services. In 2024, the employer put in $1.52 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$12,005,392
Participants with balances123
Active participants88
Employer contributions$482,743
Employee contributions$318,530
Employer contribution per active participant$5,486
Average account balance$97,605
Benefits paid to participants$53,683
Plan auditUnmodified (clean) audit opinion
AuditorROSE, SNYDER & JACOBS LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,599
Total administrative$22,599
The Laurence School 401(k) match · 2024
Employer contribution per active participant$5,486
Median for plans this size$2,416

Laurence School'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 · 20241
JOHN HANCOCK USA · Recordkeeping · Investment management$76

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

Administrative cost history1
2024$22,599 · 0.20%
Similar plansEducational Services · California
Mathnasium LLC CA$12.1M · 0.42%
New Roads School CA$11.9M · 0.29%
Vistamar School CA$11.8M · 0.08%
Mwla, Inc. CA$11.7M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 952084858 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.