Plan Ledger DOL Form 5500 · updated monthly

Lick-Wilmerding High School403(b)

THE LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Lick-Wilmerding High School reported $55,072 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,465 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 fell from 0.14% to 0.12%. 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 the 1,800th-largest of 9,483 plans among California employers on file, and the 933rd of 3,091 in educational services. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,772,865
Participants with balances322
Active participants147
Employer contributions$950,424
Employee contributions$1,381,411
Employer contribution per active participant$6,465
Average account balance$151,469
Benefits paid to participants$2,117,353
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.8M · 322 accts · $950K emplr
2023$42.9M · 310 accts · $899K emplr
2022$39.3M · 307 accts · $865K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,072
Total administrative$55,072
Employer contributions to the Lick-Wilmerding High School plan · 2024
Employer contribution per active participant$6,465
Median for plans this size$2,416
2024$6,465 per active participant
2023$6,468 per active participant
2022$6,459 per active participant

Lick-Wilmerding High 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 · 20243
TIAA$35,663
MORGAN STANLEY DOMESTIC HLDNGS · Investment advisory (plan)$16,374
AXA EQUITABLE LIFE INSURANCE COMPAN · Loan processing · Trustee (directed)$60

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$55,072 · 0.12%
2023$71,567 · 0.17%
2022$59,209 · 0.14%
Same employer
Similar plansEducational Services · California
Windward School Inc CA$48.9M · 0.10%
Town School for Boys CA$48.8M · 0.14%
Age of Learning, Inc. CA$47.8M · 0.18%
Kipp Socal Public Schools CA$46.6M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941186156 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.