Plan Ledger DOL Form 5500 · updated monthly

Little Flower Montessori School401(k)

LITTLE FLOWER MONTESSORI SCHOOL 401K PROFIT SHARING PLAN & TRUST · FREMONT, CA · plan year 2022

Reported admin expense ratio · 2022
0.06%

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

Little Flower Montessori School reported $1,215 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,156 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 health care & social assistance employers. By assets it is among the smaller plans on file in California (8,285th of 9,483), and 10,012th of 11,911 in health care & social assistance. In 2022, employees put in $2.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,050,518
Participants with balances62
Active participants81
Employer contributions$93,622
Employee contributions$248,937
Employer contribution per active participant$1,156
Average account balance$33,073
Benefits paid to participants$39,083
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT AND TAX SOLUTIONS CPAS
The Little Flower Montessori School 401(k) match · 2022
Employer contribution per active participant$1,156
Median for plans this size$1,114

Little Flower Montessori School's 2022 employer contribution ran above 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$1,215 · 0.06%
Similar plansHealth Care & Social Assistance · California
Becoming Independent CA$2.1M · 1.12%
Luna Care Inc. CA$2.0M · 0.60%
Cv Sciences, Inc. CA$2.0M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205161425 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.