Plan Ledger DOL Form 5500 · updated monthly

Linfield Christian School Retirement Savings Plan403(b)

LINFIELD CHRISTIAN SCHOOL RETIREMENT SAVINGS PLAN · TEMECULA, CA · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Linfield Christian School Retirement Savings Plan reported $469 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $626 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (8,212th of 9,483), and 2,832nd of 3,091 in educational services. In 2022, employees put in $3.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,204,053
Participants with balances90
Active participants108
Employer contributions$67,632
Employee contributions$215,731
Employer contribution per active participant$626
Average account balance$24,489
Benefits paid to participants$141,966
Plan auditUnmodified (clean) audit opinion
AuditorCAPIN CROUSE LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$469
Total administrative$469
Employer contributions to the Linfield Christian School Retirement Savings Plan plan · 2022
Employer contribution per active participant$626
Median for plans this size$1,114

Linfield Christian School Retirement Savings Plan's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$469 · 0.02%
Same employer
Similar plansEducational Services · California
Inclusion Services LLC CA$2.5M · 0.29%
Ace Charter School CA$2.2M · 0.62%
QE2 Systems Inc CA$2.1M · 0.08%
Aspire Public Schools CA$2.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951683878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.