Plan Ledger DOL Form 5500 · updated monthly

The Open Window School403(b)

THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · BELLEVUE, WA · plan year 2025

Reported admin expense ratio · 2025
0.21%

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

The Open Window School reported $28,729 in plan administrative expenses for 2025: 0.21% of average plan assets, below the peer median. Employer contributions averaged $4,534 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 rose from 0.19% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 835th-largest of 1,714 plans among Washington employers on file, and 1,799th of 3,091 in educational services. In 2025, employees put in $1.55 for every $1.00 the employer contributed; active participation has grown from 81 to 93 since 2022.

Plan summary
Net assets, end of year$15,279,017
Participants with balances225
Active participants93
Employer contributions$421,618
Employee contributions$652,998
Employer contribution per active participant$4,534
Average account balance$67,907
Benefits paid to participants$564,516
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$15.3M · 225 accts · $422K emplr
2024$12.5M · 213 accts · $389K emplr
2023$10.3M · 200 accts · $370K emplr
2022$8.6M · 199 accts · $312K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$28,729
Total administrative$28,729
Employer contributions to the The Open Window School plan · 2025
Employer contribution per active participant$4,534
Median for plans this size$2,666
2025$4,534 per active participant
2024$4,804 per active participant
2023$4,738 per active participant
2022$3,857 per active participant

The Open Window School's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
TIAA$29,029

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$28,729 · 0.21%
2024$23,701 · 0.21%
2023$18,424 · 0.19%
2022$18,907 · 0.19%
Similar plansEducational Services · Washington
St. Thomas School WA$19.7M · 0.41%
College Success Foundation WA$16.0M · 0.32%
Epiphany School WA$15.9M · 0.07%
Perry Technical Institute WA$14.8M · 0.29%
Day 1 Academies WA$14.3M · 0.08%
The Bear Creek School WA$14.2M · 0.00%
Eastside Catholic School WA$13.9M · 0.66%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 911303536 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.