Plan Ledger DOL Form 5500 · updated monthly

Silicon Valley International School403(b)

SILICON VALLEY INTERNATIONAL SCHOOL 403(B)RETIREMENT PLAN · PALO ALTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Silicon Valley International School reported $698 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,788 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 0.002% to 0.003%. 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 2,663rd-largest of 9,483 plans among California employers on file, and the 1,286th of 3,091 in educational services. In 2024, employees put in $2.77 for every $1.00 the employer contributed; active participation has shrunk from 208 to 165 since 2022.

Plan summary
Net assets, end of year$30,187,430
Participants with balances266
Active participants165
Employer contributions$625,030
Employee contributions$1,733,722
Employer contribution per active participant$3,788
Average account balance$113,487
Benefits paid to participants$1,036,670
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.2M · 266 accts · $625K emplr
2023$25.0M · 241 accts · $550K emplr
2022$20.5M · 218 accts · $503K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$698
Total administrative$698
Employer contributions to the Silicon Valley International School plan · 2024
Employer contribution per active participant$3,788
Median for plans this size$2,416
2024$3,788 per active participant
2023$3,877 per active participant
2022$2,420 per active participant

Silicon Valley International 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 · 20241

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$698 · 0.00%
2023$802 · 0.00%
2022$476 · 0.00%
Same employer
Similar plansEducational Services · California
Landmark Worldwide CA$31.5M · 0.02%
Thomas Aquinas College CA$31.3M · 0.00%
The Pegasus School CA$30.0M · 0.10%
Sage Hill School CA$29.0M · 0.10%
Holy Names University CA$28.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942599581 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.