Plan Ledger DOL Form 5500 · updated monthly

The Quarry Lane School, Inc.401(k)

THE QUARRY LANE SCHOOL, INC. 401(K) PROFIT SHARING PLAN · PLEASANTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.95%

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

The Quarry Lane School, Inc. reported $80,700 in plan administrative expenses for 2024: 0.95% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,635 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 0.46% to 0.95%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (5,522nd of 9,483), and 2,132nd of 3,091 in educational services. In 2024, employees put in $4.55 for every $1.00 the employer contributed; active participation has grown from 129 to 179 since 2022.

Plan summary
Net assets, end of year$9,785,523
Participants with balances215
Active participants179
Employer contributions$292,594
Employee contributions$1,332,060
Employer contribution per active participant$1,635
Average account balance$45,514
Benefits paid to participants$213,822
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 215 accts · $293K emplr
2023$7.3M · 198 accts · $262K emplr
2022$5.2M · 164 accts · $209K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,700
Total administrative$80,700
The The Quarry Lane School, Inc. 401(k) match · 2024
Employer contribution per active participant$1,635
Median for plans this size$1,313
2024$1,635 per active participant
2023$1,645 per active participant
2022$1,622 per active participant

The Quarry Lane School, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
JOHN HANCOCK · Recordkeeping$21,929
FISHER INVESTMENTS · Investment advisory (participants) · Investment advisory (plan)$58,771

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$80,700 · 0.95%
2023$42,730 · 0.69%
2022$24,757 · 0.46%
Same employer
Similar plansEducational Services · California
Think Together CA$10.1M · 2.71%
John Adams Academy CA$9.9M · 1.11%
Live Oak School CA$9.8M · 0.00%
Gradient Learning CA$9.7M · 0.01%
Stanbridge University CA$9.6M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943217010 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.