Plan Ledger DOL Form 5500 · updated monthly

Rolling Hills Preparatory School403(b)

ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · SAN PEDRO, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Rolling Hills Preparatory School reported $33,928 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $3,145 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 0.326%. 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 (5,274th of 9,483), and 2,057th 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$10,689,627
Participants with balances159
Active participants55
Employer contributions$173,002
Employee contributions$333,744
Employer contribution per active participant$3,145
Average account balance$67,230
Benefits paid to participants$1,126,189
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 159 accts · $173K emplr
2023$10.1M · 168 accts · $192K emplr
2022$8.8M · 175 accts · $199K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,088
Audit (IQPA)$840
Total administrative$33,928
Employer contributions to the Rolling Hills Preparatory School plan · 2024
Employer contribution per active participant$3,145
Median for plans this size$2,416
2024$3,145 per active participant
2023$3,374 per active participant
2022$3,308 per active participant

Rolling Hills Preparatory 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 · 20242
MORGAN STANLEY · Investment advisory (plan)$25,024
TIAA$8,215

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$33,928 · 0.33%
2023$32,618 · 0.34%
2022$30,775 · 0.33%
Similar plansEducational Services · California
Marin Horizon School CA$11.2M · 0.00%
Ojai Valley School, Inc. CA$10.9M · 0.08%
Jserra Catholic High School CA$10.7M · 0.81%
College Track CA$10.3M · 0.53%
Pacific Charter Institute CA$10.2M · 0.18%
Think Together CA$10.1M · 2.71%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953735164 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.