Plan Ledger DOL Form 5500 · updated monthly

Santa Fe Christian Schools403(b)

SANTA FE CHRISTIAN SCHOOLS 403(B) PLAN · SOLANA BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Santa Fe Christian Schools reported $90,537 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,396 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 0.55% to 0.58%. 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 4,170th-largest of 9,483 plans among California employers on file, and 1,751st of 3,091 in educational services. In 2024, employees put in $2.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,285,936
Participants with balances239
Active participants135
Employer contributions$458,470
Employee contributions$1,117,789
Employer contribution per active participant$3,396
Average account balance$68,142
Benefits paid to participants$2,012,093
Plan auditUnmodified (clean) audit opinion
AuditorCAPIN CROUSE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.3M · 239 accts · $458K emplr
2023$15.0M · 231 accts · $383K emplr
2022$11.9M · 225 accts · $379K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,712
Investment management$23,825
Total administrative$90,537
Employer contributions to the Santa Fe Christian Schools plan · 2024
Employer contribution per active participant$3,396
Median for plans this size$2,416
2024$3,396 per active participant
2023$2,522 per active participant
2022$2,766 per active participant

Santa Fe Christian Schools'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
TIAA · Recordkeeping · Pension consulting$66,712
LPL FINANCIAL LLC · Investment advisory (plan)$23,825

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$90,537 · 0.58%
2023$74,614 · 0.55%
2022$74,699 · 0.55%
Same employer
Similar plansEducational Services · California
Phillips Brooks School CA$16.5M · 0.12%
Moreau Catholic High School CA$16.4M · 0.22%
San Diego Jewish Academy CA$15.7M · 0.45%
Notre Dame High School CA$15.5M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330103052 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.