Plan Ledger DOL Form 5500 · updated monthly

The Chandler School403(b)

THE CHANDLER SCHOOL DC RETIREMENT PLAN · PASADENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

The Chandler School reported $44,826 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $5,753 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 0.23%. 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 3,565th-largest of 9,483 plans among California employers on file, and 1,580th of 3,091 in educational services. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$20,541,261
Participants with balances161
Active participants77
Employer contributions$442,977
Employee contributions$438,753
Employer contribution per active participant$5,753
Average account balance$127,585
Benefits paid to participants$1,691,558
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.5M · 161 accts · $443K emplr
2023$19.1M · 172 accts · $409K emplr
2022$17.6M · 166 accts · $409K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,826
Total administrative$44,826
Employer contributions to the The Chandler School plan · 2024
Employer contribution per active participant$5,753
Median for plans this size$2,416
2024$5,753 per active participant
2023$5,378 per active participant
2022$5,180 per active participant

The Chandler 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
TIAA$21,212
MORGAN STANLEY · Investment advisory (plan)$20,851

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$44,826 · 0.23%
2023$47,995 · 0.26%
2022$41,591 · 0.22%
Similar plansEducational Services · California
Kai Ming, Inc CA$21.6M · 0.02%
Mayfield Senior School CA$20.2M · 0.14%
Udacity CA$20.0M · 0.03%
Hillbrook School CA$19.5M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951983538 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.