Plan Ledger DOL Form 5500 · updated monthly

The Cambridge School of Weston, Inc.403(b)

THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN · WESTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

The Cambridge School of Weston, Inc. reported $13,321 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,712 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 0.00% to 0.05%. 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 1,004th-largest of 2,726 plans among Massachusetts employers on file, and the 1,284th of 3,091 in educational services. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,280,104
Participants with balances306
Active participants99
Employer contributions$367,523
Employee contributions$699,645
Employer contribution per active participant$3,712
Average account balance$98,955
Benefits paid to participants$2,639,748
Plan auditUnmodified (clean) audit opinion
AuditorPOZERSKI HATCH & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$30.3M · 306 accts · $368K emplr
2023$28.3M · 310 accts · $313K emplr
2022$25.6M · 301 accts · $286K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,321
Total administrative$13,321
Employer contributions to the The Cambridge School of Weston, Inc. plan · 2024
Employer contribution per active participant$3,712
Median for plans this size$2,416
2024$3,712 per active participant
2023$3,442 per active participant
2022$3,109 per active participant

The Cambridge School of Weston, Inc.'s 2024 employer contribution ran above 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 · 20243
POZERSKI, HATCH & COMPANY, PC · Accounting / audit$7,800
CIP CAPITAL MANAGEMENT · Investment advisory (plan)$2,976
TIAA$2,545

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$13,321 · 0.05%
2023$80 · 0.00%
2022$75 · 0.00%
Similar plansEducational Services · Massachusetts
Bancroft School MA$32.5M · 0.11%
Lighthouse School, Inc. MA$32.5M · 0.56%
Brookwood School MA$31.1M · 0.00%
Shore Country Day School MA$30.4M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042103964 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.