Plan Ledger DOL Form 5500 · updated monthly

St. Anne School401(k)

ST. ANNE SCHOOL 401K PLAN · LAGUNA NIGUEL, CA · plan year 2022

Reported admin expense ratio · 2022
0.40%

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

St. Anne School reported $21,752 in plan administrative expenses for 2022: 0.40% of average plan assets, below the peer median. Employer contributions averaged $351 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (7,052nd of 9,483), and 2,527th of 3,091 in educational services. In 2022, employees put in $5.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,851,059
Participants with balances91
Active participants146
Employer contributions$51,296
Employee contributions$294,067
Employer contribution per active participant$351
Average account balance$53,308
Benefits paid to participants$583,307
Plan auditUnmodified (clean) audit opinion
AuditorRAMIREZ JIMENEZ INTERNATIONAL, CPAS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,219
Investment management$17,533
Total administrative$21,752
The St. Anne School 401(k) match · 2022
Employer contribution per active participant$351
Median for plans this size$1,114

St. Anne School's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$21,752 · 0.40%
Same employer
Similar plansEducational Services · California
The Primary School Labs CA$5.0M · 0.40%
The Primary School CA$5.0M · 0.40%
Simpson University CA$4.7M · 0.69%
Amethod Public Schools CA$4.5M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330518794 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.