Plan Ledger DOL Form 5500 · updated monthly

The Walker School403(b)

THE WALKER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · MARIETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

The Walker School reported $35,857 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,456 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 0.07% to 0.11%. 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 640th-largest of 2,160 plans among Georgia employers on file, and the 1,224th of 3,091 in educational services. In 2024, the employer put in $1.05 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$32,558,077
Participants with balances394
Active participants187
Employer contributions$646,259
Employee contributions$613,282
Employer contribution per active participant$3,456
Average account balance$82,635
Benefits paid to participants$2,897,374
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $59K emplr
2024$32.6M · 394 accts · $646K emplr
2023$30.8M · 382 accts · $624K emplr
2022$27.8M · 376 accts · $555K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,857
Total administrative$35,857
Employer contributions to the The Walker School plan · 2024
Employer contribution per active participant$3,456
Median for plans this size$2,416
2024$3,456 per active participant
2023$3,407 per active participant
2022$3,153 per active participant

The Walker 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 · 20242
APRIO, LLP · Accounting / audit$14,700
TIAA$13,808

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

Administrative cost history4
2025Not separately reported
2024$35,857 · 0.11%
2023$20,494 · 0.07%
2022$19,130 · 0.07%
Same employer
Similar plansEducational Services · Georgia
Covenant College, Inc. GA$37.9M · 0.02%
Trinity School, Inc. GA$36.8M · 0.11%
Atlanta Speech School, Inc. GA$35.9M · 0.28%
Lagrange College GA$28.0M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 580940220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.