Plan Ledger DOL Form 5500 · updated monthly

The Seven Hills School403(b)

THE SEVEN HILLS SCHOOL RETIREMENT PLAN · WALNUT CREEK, 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

The Seven Hills School reported $79,525 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $6,200 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 0.18% to 0.33%. 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 3,090th-largest of 9,483 plans among California employers on file, and the 1,421st of 3,091 in educational services. In 2024, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,098,775
Participants with balances201
Active participants101
Employer contributions$626,197
Employee contributions$842,854
Employer contribution per active participant$6,200
Average account balance$124,870
Benefits paid to participants$2,592,399
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.1M · 201 accts · $626K emplr
2023$23.3M · 193 accts · $581K emplr
2022$19.6M · 182 accts · $605K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,525
Total administrative$79,525
Employer contributions to the The Seven Hills School plan · 2024
Employer contribution per active participant$6,200
Median for plans this size$2,416
2024$6,200 per active participant
2023$5,537 per active participant
2022$6,300 per active participant

The Seven Hills 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 · 20244
TIAA$23,722
JP MORGAN SECURITIES LLC · Investment advisory (participants) · Investment advisory (plan)$20,284
FIRST REPUBLIC BANK · Investment advisory (participants) · Investment advisory (plan)$18,388
PENSION ASSURANCE LLP · Accounting / audit$14,750

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$79,525 · 0.33%
2023$59,693 · 0.28%
2022$32,531 · 0.18%
Similar plansEducational Services · California
Ecole Bilingue CA$26.8M · 0.17%
Pacific Ridge School CA$25.8M · 0.23%
The John Thomas Dye School CA$25.1M · 0.11%
Charles Armstrong School CA$24.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941628213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.