Plan Ledger DOL Form 5500 · updated monthly

Tarbut V'Torah Community Day School, Naomi Gelman Weiss Memorial403(b)

TARBUT V'TORAH 403(B) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Tarbut V'Torah Community Day School, Naomi Gelman Weiss Memorial reported $69,816 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $5,586 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 0.31% to 0.28%. 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 2,903rd-largest of 9,483 plans among California employers on file, and the 1,368th of 3,091 in educational services. In 2024, employees put in $1.29 for every $1.00 the employer contributed; active participation has grown from 136 to 157 since 2022.

Plan summary
Net assets, end of year$27,001,830
Participants with balances283
Active participants157
Employer contributions$876,989
Employee contributions$1,134,997
Employer contribution per active participant$5,586
Average account balance$95,413
Benefits paid to participants$1,276,439
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.0M · 283 accts · $877K emplr
2023$23.4M · 278 accts · $742K emplr
2022$21.1M · 289 accts · $724K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,816
Total administrative$69,816
Employer contributions to the Tarbut V'Torah Community Day School, Naomi Gelman Weiss Memorial plan · 2024
Employer contribution per active participant$5,586
Median for plans this size$2,416
2024$5,586 per active participant
2023$4,946 per active participant
2022$5,322 per active participant

Tarbut V'Torah Community Day School, Naomi Gelman Weiss Memorial'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 · 20242
MORGAN STANLEY · Investment advisory (participants) · Investment advisory (plan)$43,759
TIAA$26,282

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$69,816 · 0.28%
2023$56,108 · 0.25%
2022$61,458 · 0.31%
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%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953374189 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.