Plan Ledger DOL Form 5500 · updated monthly

The Branson School403(b)

THE BRANSON SCHOOL DC RETIREMENT PLAN · ROSS, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

The Branson School reported $60,950 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $10,793 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 has held roughly steady near 0.158%. 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 2,107th-largest of 9,483 plans among California employers on file, and the 1,069th of 3,091 in educational services. In 2024, employees put in $1.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,656,619
Participants with balances260
Active participants102
Employer contributions$1,100,891
Employee contributions$1,314,600
Employer contribution per active participant$10,793
Average account balance$156,372
Benefits paid to participants$2,338,399
Plan auditUnmodified (clean) audit opinion
AuditorHOOD & STRONG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$40.7M · 260 accts · $1.1M emplr
2023$36.4M · 260 accts · $972K emplr
2022$31.3M · 267 accts · $632K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,950
Total administrative$60,950
Employer contributions to the The Branson School plan · 2024
Employer contribution per active participant$10,793
Median for plans this size$2,416
2024$10,793 per active participant
2023$10,018 per active participant
2022$6,722 per active participant

The Branson School'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
MULTNOMAH GROUP · Investment advisory (plan)$31,874
TIAA$29,075

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$60,950 · 0.16%
2023$31,449 · 0.09%
2022$52,509 · 0.16%
Similar plansEducational Services · California
Cate School CA$41.0M · 0.12%
The Nueva School CA$41.0M · 0.15%
Oaks Christian School CA$40.9M · 0.07%
Bentley School, Inc. CA$39.1M · 0.00%
Woodbury University CA$37.5M · 0.08%
The Archer School for Girls CA$37.3M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940338330 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.