Plan Ledger DOL Form 5500 · updated monthly

Marin Horizon School403(b)

MARIN HORIZON SCHOOL 403(B) DC PLAN · MILL VALLEY, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Marin Horizon School reported $450 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,758 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 0.02% to 0.00%. 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 (5,153rd of 9,483), and 2,020th of 3,091 in educational services. In 2024, employees put in $1.38 for every $1.00 the employer contributed; active participation has grown from 91 to 103 since 2022.

Plan summary
Net assets, end of year$11,173,871
Participants with balances177
Active participants103
Employer contributions$284,033
Employee contributions$393,183
Employer contribution per active participant$2,758
Average account balance$63,129
Benefits paid to participants$1,528,158
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 177 accts · $284K emplr
2023$10.8M · 177 accts · $272K emplr
2022$9.2M · 171 accts · $225K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$450
Total administrative$450
Employer contributions to the Marin Horizon School plan · 2024
Employer contribution per active participant$2,758
Median for plans this size$2,416
2024$2,758 per active participant
2023$2,566 per active participant
2022$2,473 per active participant

Marin Horizon School's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TIAA$125

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$450 · 0.00%
2023$1,220 · 0.01%
2022$1,325 · 0.02%
Similar plansEducational Services · California
Vistamar School CA$11.8M · 0.08%
Mwla, Inc. CA$11.7M · 0.12%
Ojai Valley School, Inc. CA$10.9M · 0.08%
Jserra Catholic High School CA$10.7M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942427732 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.