Plan Ledger DOL Form 5500 · updated monthly

Oakwood School403(b)

OAKWOOD SCHOOL 403(B) RETIREMENT PLAN · NORTH HOLLYWOOD, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Oakwood School reported $100,899 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $5,183 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 rose from 0.14% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 1,461st-largest of 9,483 plans among California employers on file, and the 775th 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 196 to 220 since 2022.

Plan summary
Net assets, end of year$63,249,004
Participants with balances388
Active participants220
Employer contributions$1,140,260
Employee contributions$1,576,189
Employer contribution per active participant$5,183
Average account balance$163,013
Benefits paid to participants$3,019,573
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$63.2M · 388 accts · $1.1M emplr
2023$57.0M · 359 accts · $1.1M emplr
2022$49.4M · 348 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,519
Investment management$19,380
Total administrative$100,899
Employer contributions to the Oakwood School plan · 2024
Employer contribution per active participant$5,183
Median for plans this size$3,635
2024$5,183 per active participant
2023$5,427 per active participant
2022$5,286 per active participant

Oakwood School's 2024 employer contribution ran above the $3,635 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 · 20242
TIAA · Recordkeeping · Pension consulting$82,899
CAPFINANCIAL PARTNERS, LLC · Investment management$18,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$100,899 · 0.17%
2023$76,161 · 0.14%
2022$72,012 · 0.14%
Same employer
Similar plansEducational Services · California
Marin Country Day School CA$65.3M · 0.11%
Marlborough School CA$64.3M · 0.07%
Francis Parker School CA$60.9M · 0.15%
Headspace, Inc. CA$59.1M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951698608 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.