Plan Ledger DOL Form 5500 · updated monthly

The Colburn School403(b)

THE COLBURN SCHOOL TDA / DC PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

The Colburn School reported $8,237 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,567 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 0.02% to 0.03%. 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 2,436th-largest of 9,483 plans among California employers on file, and the 1,193rd of 3,091 in educational services. In 2024, employees put in $1.17 for every $1.00 the employer contributed; active participation has grown from 320 to 354 since 2022.

Plan summary
Net assets, end of year$34,056,579
Participants with balances277
Active participants354
Employer contributions$908,830
Employee contributions$1,067,655
Employer contribution per active participant$2,567
Average account balance$122,948
Benefits paid to participants$2,098,094
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.1M · 277 accts · $909K emplr
2023$30.1M · 273 accts · $449K emplr
2022$28.3M · 269 accts · $842K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,237
Total administrative$8,237
Employer contributions to the The Colburn School plan · 2024
Employer contribution per active participant$2,567
Median for plans this size$2,416
2024$2,567 per active participant
2023$1,395 per active participant
2022$2,630 per active participant

The Colburn School'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 · 20241
TIAA · Recordkeeping$8,687

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

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$8,237 · 0.03%
2023$3,035 · 0.01%
2022$5,306 · 0.02%
Same employer
Similar plansEducational Services · California
Kipp Foundation CA$37.0M · 0.09%
The Webb Schools CA$36.5M · 0.11%
San Francisco Day School CA$35.5M · 0.05%
San Domenico School CA$34.9M · 0.30%
Palo Alto University, Inc CA$34.0M · 0.19%
Curtis School Foundation CA$33.6M · 0.13%
Menlo College CA$33.3M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952501387 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.