Plan Ledger DOL Form 5500 · updated monthly

Sierra Canyon High School Foundation401(k)

SIERRA CANYON FOUNDATION 401(K) PLAN · CHATSWORTH, CA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Sierra Canyon High School Foundation reported $87,630 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $3,739 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 fell from 0.40% to 0.35%. 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 2,925th-largest of 9,483 plans among California employers on file, and the 1,378th of 3,091 in educational services. In 2024, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,723,319
Participants with balances203
Active participants196
Employer contributions$732,750
Employee contributions$1,366,039
Employer contribution per active participant$3,739
Average account balance$131,642
Benefits paid to participants$1,746,147
Plan auditUnmodified (clean) audit opinion
AuditorHOLTHOUSE CARLIN & VAN TRIGT
Plan history3
Yearassets · accounts · employer contribution
2024$26.7M · 203 accts · $733K emplr
2023$23.6M · 190 accts · $604K emplr
2022$20.5M · 184 accts · $629K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,958
Investment management$49,672
Total administrative$87,630
The Sierra Canyon High School Foundation 401(k) match · 2024
Employer contribution per active participant$3,739
Median for plans this size$2,416
2024$3,739 per active participant
2023$3,148 per active participant
2022$3,261 per active participant

Sierra Canyon High School Foundation'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 · 20244
NFP RETIREMENT INC · Investment advisory (plan)$36,988
EMPOWER ADVISORY GROUP, LLC · Investment management$12,684
MML INVESTORS SERVICES 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$87,630 · 0.35%
2023$81,870 · 0.37%
2022$78,094 · 0.40%
Same employer
Similar plansEducational Services · California
Ecole Bilingue CA$26.8M · 0.17%
Pacific Ridge School CA$25.8M · 0.23%
The Seven Hills School CA$25.1M · 0.33%
The John Thomas Dye School CA$25.1M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954823704 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.