Plan Ledger DOL Form 5500 · updated monthly

Southwestern Law School403(b)

SOUTHWESTERN LAW SCHOOL DC RETIREMENT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Southwestern Law School reported $104,717 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $8,775 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 0.09% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 953rd-largest of 9,483 plans among California employers on file, and the 500th of 3,091 in educational services. In 2024, employees put in $1.08 for every $1.00 the employer contributed; active participation has grown from 160 to 202 since 2022.

Plan summary
Net assets, end of year$106,021,003
Participants with balances359
Active participants202
Employer contributions$1,772,538
Employee contributions$1,909,401
Employer contribution per active participant$8,775
Average account balance$295,323
Benefits paid to participants$7,686,406
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$106.0M · 359 accts · $1.8M emplr
2023$97.9M · 327 accts · $1.9M emplr
2022$85.1M · 319 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,019
Investment management$28,990
Audit (IQPA)$22,708
Total administrative$104,717
Employer contributions to the Southwestern Law School plan · 2024
Employer contribution per active participant$8,775
Median for plans this size$3,635
2024$8,775 per active participant
2023$9,788 per active participant
2022$8,875 per active participant

Southwestern Law School's 2024 employer contribution ran above the $3,635 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 · 20243
TIAA · Recordkeeping · Pension consulting$53,231
ANGELES INVESTMENT ADVISORS, LLC · Investment management$28,778
HOLTHOUSE CARLIN & VAN TRIGT LLP · Accounting / audit$22,708

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$104,717 · 0.10%
2023$83,839 · 0.09%
2022$77,154 · 0.09%
Same employer
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Mills College CA$118.8M · 0.11%
Menlo School CA$111.2M · 0.24%
Art Center College of Design CA$105.3M · 0.10%
Samuel Merritt University CA$101.2M · 0.00%
Polytechnic School CA$99.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951246140 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.