Plan Ledger DOL Form 5500 · updated monthly

The Athenian School403(b)

THE ATHENIAN SCHOOL 403(B) PLAN · DANVILLE, CA · plan year 2025

Reported admin expense ratio · 2025
0.11%

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

The Athenian School reported $47,713 in plan administrative expenses for 2025: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,542 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 3 years on file its reported administrative ratio rose from 0.01% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 1,880th-largest of 9,483 plans among California employers on file, and the 971st of 3,091 in educational services. In 2025, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,509,917
Participants with balances328
Active participants129
Employer contributions$843,908
Employee contributions$1,427,125
Employer contribution per active participant$6,542
Average account balance$141,799
Benefits paid to participants$2,129,516
Plan auditUnmodified (clean) audit opinion
AuditorHARSHWAL & COMPANY
Plan history4
Yearassets · accounts · employer contribution
2025$46.5M · 328 accts · $844K emplr
2024$39.9M · 328 accts · $822K emplr
2023$35.7M · 328 accts · $760K emplr
2022$31.2M · 321 accts · $721K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$47,713
Total administrative$47,713
Employer contributions to the The Athenian School plan · 2025
Employer contribution per active participant$6,542
Median for plans this size$2,666
2025$6,542 per active participant
2024$6,322 per active participant
2023$5,892 per active participant
2022$5,722 per active participant

The Athenian School's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
BEACON POINTE ADVISORS, LLC · Investment advisory (participants) · Investment advisory (plan)$39,149
TIAA$8,638

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

Administrative cost history4
2025$47,713 · 0.11%
2024$63,340 · 0.17%
2023$65,780 · 0.20%
2022$4,787 · 0.01%
Same employer
Similar plansEducational Services · California
Age of Learning, Inc. CA$47.8M · 0.18%
Kipp Socal Public Schools CA$46.6M · 0.37%
Wildwood School CA$46.4M · 0.09%
Learneo, Inc. CA$45.7M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 946070808 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.