Plan Ledger DOL Form 5500 · updated monthly

The American School in London FoundationDC plan

THE AMERICAN SCHOOL IN LONDON FOUNDATION 403(B) RETIREMENT PLAN · PRINCETON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

The American School in London Foundation reported $133,055 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $13,492 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 0.19% to 0.21%. 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 484th-largest of 2,419 plans among New Jersey employers on file, and the 746th of 3,091 in educational services. In 2024, employees put in $1.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$65,990,412
Participants with balances218
Active participants116
Employer contributions$1,565,041
Employee contributions$1,687,099
Employer contribution per active participant$13,492
Average account balance$302,708
Benefits paid to participants$5,005,870
Plan auditUnmodified (clean) audit opinion
AuditorRILEY & COMPANY PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$66.0M · 218 accts · $1.6M emplr
2023$58.1M · 224 accts · $1.4M emplr
2022$50.3M · 227 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$133,055
Total administrative$133,055
Employer contributions to the The American School in London Foundation plan · 2024
Employer contribution per active participant$13,492
Median for plans this size$3,635
2024$13,492 per active participant
2023$11,689 per active participant
2022$11,288 per active participant

The American School in London Foundation'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
ALLIANCE BENEFIT GROUP · Contract administrator · Recordkeeping$1,875
TANAGER WEALTH MANAGEMENT LLP · Investment advisory (participants) · Investment advisory (plan)$131,179
NATIONWIDE · Custodial$4,249

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ALLIANCE BENEFIT GROUP
2023ALLIANCE BENEFIT GROUP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$133,055 · 0.21%
2023$110,997 · 0.20%
2022$104,485 · 0.19%
Similar plansEducational Services · New Jersey
Berlitz Corporation NJ$74.8M · 0.05%
Georgian Court University NJ$74.3M · 0.08%
Kumon North America, Inc. NJ$69.3M · 0.02%
The Hun School of Princeton NJ$62.8M · 0.08%
Rutgers Preparatory School NJ$61.7M · 0.10%
Newark Academy Trustees NJ$60.4M · 0.03%
Caldwell University NJ$58.1M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 136258480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.