Plan Ledger DOL Form 5500 · updated monthly

Presidio Knolls School401(k)

PRESIDIO KNOLLS SCHOOL 403(B) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Presidio Knolls School reported $43,937 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $2,768 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 3 years on file its reported administrative ratio has held roughly steady near 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (6,227th of 9,483), and 2,304th of 3,091 in educational services. In 2024, employees put in $3.68 for every $1.00 the employer contributed; active participation has grown from 78 to 97 since 2022.

Plan summary
Net assets, end of year$7,366,699
Participants with balances131
Active participants97
Employer contributions$268,475
Employee contributions$988,017
Employer contribution per active participant$2,768
Average account balance$56,234
Benefits paid to participants$300,199
Plan auditUnmodified (clean) audit opinion
AuditorCBIZ CPAZ P.C
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 131 accts · $268K emplr
2023$5.5M · 123 accts · $159K emplr
2022$4.1M · 111 accts · $54K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,937
Total administrative$43,937
The Presidio Knolls School 401(k) match · 2024
Employer contribution per active participant$2,768
Median for plans this size$1,313
2024$2,768 per active participant
2023$1,747 per active participant
2022$695 per active participant

Presidio Knolls School's 2024 employer contribution ran above the $1,313 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
WORLD INVESTMENT ADVISORS, LLCindirect comp

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$43,937 · 0.68%
2023$32,687 · 0.68%
2022$23,835 · 0.67%
Similar plansEducational Services · California
Caliber Public Schools CA$7.6M · 0.79%
Heights Christian Schools CA$7.4M · 0.16%
Maranatha High School CA$6.8M · 0.54%
Aj Tutoring Inc CA$6.8M · 0.20%
Kyo Autism Therapy LLC CA$6.7M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205758127 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.