Plan Ledger DOL Form 5500 · updated monthly

The Brandeis School of San Francisco403(b)

THE BRANDEIS SCHOOL OF SAN FRANCISCO RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

The Brandeis School of San Francisco reported $178 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,400 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 0.19% to 0.00%. 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 3,174th-largest of 9,483 plans among California employers on file, and the 1,442nd of 3,091 in educational services. In 2024, employees put in $1.68 for every $1.00 the employer contributed; active participation has shrunk from 169 to 145 since 2022.

Plan summary
Net assets, end of year$24,259,027
Participants with balances187
Active participants145
Employer contributions$348,057
Employee contributions$586,176
Employer contribution per active participant$2,400
Average account balance$129,727
Benefits paid to participants$803,934
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.3M · 187 accts · $348K emplr
2023$21.6M · 284 accts · $296K emplr
2022$18.8M · 279 accts · $279K emplr
Administrative expenses, itemized · 2024
Audit (IQPA)$178
Total administrative$178
Employer contributions to the The Brandeis School of San Francisco plan · 2024
Employer contribution per active participant$2,400
Median for plans this size$2,416
2024$2,400 per active participant
2023$1,633 per active participant
2022$1,651 per active participant

The Brandeis School of San Francisco's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20241
TIAA$28,855

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$178 · 0.00%
2023$23,507 · 0.12%
2022$33,308 · 0.19%
Similar plansEducational Services · California
The Seven Hills School CA$25.1M · 0.33%
The John Thomas Dye School CA$25.1M · 0.11%
Charles Armstrong School CA$24.4M · 0.00%
Harbor Day School CA$23.5M · 0.16%
American Jewish University CA$22.4M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 941558659 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.