Plan Ledger DOL Form 5500 · updated monthly

The Hamlin School403(b)

THE HAMLIN SCHOOL RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

The Hamlin School reported $57,032 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $4,965 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 fell from 0.18% to 0.15%. 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 2,267th-largest of 9,483 plans among California employers on file, and the 1,121st of 3,091 in educational services. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,260,706
Participants with balances286
Active participants113
Employer contributions$561,060
Employee contributions$1,060,875
Employer contribution per active participant$4,965
Average account balance$130,282
Benefits paid to participants$5,340,044
Plan auditUnmodified (clean) audit opinion
AuditorHOOD & STRONG
Plan history3
Yearassets · accounts · employer contribution
2024$37.3M · 286 accts · $561K emplr
2023$36.4M · 313 accts · $553K emplr
2022$30.8M · 296 accts · $550K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,032
Total administrative$57,032
Employer contributions to the The Hamlin School plan · 2024
Employer contribution per active participant$4,965
Median for plans this size$2,416
2024$4,965 per active participant
2023$4,690 per active participant
2022$5,047 per active participant

The Hamlin 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 · 20243
TIAA$25,892
HOOD & STRONG LLP · Accounting / audit$21,500
PLAN PILOT LLC · Pension consulting$6,600

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$57,032 · 0.15%
2023$46,188 · 0.14%
2022$60,310 · 0.18%
Same employer
Similar plansEducational Services · California
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%
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%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941393894 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.