Plan Ledger DOL Form 5500 · updated monthly

The College Preparatory School403(b)

THE COLLEGE PREPARATORY SCHOOL 403(B) DEFINED CONTRIBUTION PLAN · OAKLAND, CA · plan year 2025

Reported admin expense ratio · 2025
0.10%

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

The College Preparatory School reported $50,740 in plan administrative expenses for 2025: 0.10% of average plan assets, below the peer median. Employer contributions averaged $7,240 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 fell from 0.15% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other educational services employers. By assets it is the 1,623rd-largest of 9,483 plans among California employers on file, and the 849th of 3,091 in educational services. In 2025, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,555,246
Participants with balances236
Active participants96
Employer contributions$695,035
Employee contributions$986,822
Employer contribution per active participant$7,240
Average account balance$235,404
Benefits paid to participants$3,254,145
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$55.6M · 236 accts · $695K emplr
2024$49.7M · 232 accts · $662K emplr
2023$44.6M · 237 accts · $623K emplr
2022$40.3M · 242 accts · $595K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$50,740
Total administrative$50,740
Employer contributions to the The College Preparatory School plan · 2025
Employer contribution per active participant$7,240
Median for plans this size$4,093
2025$7,240 per active participant
2024$7,118 per active participant
2023$6,843 per active participant
2022$6,539 per active participant

The College Preparatory School's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TIAA$31,240
MORGAN STANLEY · Investment advisory (participants) · Investment advisory (plan)$19,875

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

Administrative cost history4
2025$50,740 · 0.10%
2024$59,262 · 0.13%
2023$59,013 · 0.14%
2022$64,552 · 0.15%
Similar plansEducational Services · California
Headspace, Inc. CA$59.1M · 0.08%
Valley Christian Schools CA$57.1M · 0.30%
Fresno Pacific University CA$53.4M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941492272 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.