Plan Ledger DOL Form 5500 · updated monthly

Notre Dame High School401(k)

NOTRE DAME HIGH SCHOOL 401(K) RETIREMENT PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Notre Dame High School reported $52,007 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $5,468 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 the 4,307th-largest of 9,483 plans among California employers on file, and 1,791st of 3,091 in educational services. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,530,293
Participants with balances127
Active participants104
Employer contributions$568,649
Employee contributions$1,099,242
Employer contribution per active participant$5,468
Average account balance$122,286
Benefits paid to participants$687,223
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,436
Investment management$32,571
Total administrative$52,007
The Notre Dame High School 401(k) match · 2024
Employer contribution per active participant$5,468
Median for plans this size$2,416

Notre Dame 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 · 20242
CBIZ FINANCIAL SOLUTIONS INC · Investment advisory (plan)$32,571
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$19,436

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$52,007 · 0.37%
Similar plansEducational Services · California
Santa Fe Christian Schools CA$16.3M · 0.58%
San Diego Jewish Academy CA$15.7M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941275235 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.