Plan Ledger DOL Form 5500 · updated monthly

Town School for Boys403(b)

TOWN SCHOOL FOR BOYS DC RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2025

Reported admin expense ratio · 2025
0.14%

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

Town School for Boys reported $62,795 in plan administrative expenses for 2025: 0.14% of average plan assets, below the peer median. Employer contributions averaged $8,510 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 0.09% to 0.14%. 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 1,799th-largest of 9,483 plans among California employers on file, and the 932nd of 3,091 in educational services. In 2025, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,786,754
Participants with balances267
Active participants132
Employer contributions$1,123,254
Employee contributions$1,204,127
Employer contribution per active participant$8,510
Average account balance$182,722
Benefits paid to participants$3,235,528
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$48.8M · 267 accts · $1.1M emplr
2024$43.0M · 272 accts · $1.1M emplr
2023$38.6M · 269 accts · $997K emplr
2022$32.7M · 263 accts · $817K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$62,795
Total administrative$62,795
Employer contributions to the Town School for Boys plan · 2025
Employer contribution per active participant$8,510
Median for plans this size$2,666
2025$8,510 per active participant
2024$7,852 per active participant
2023$8,312 per active participant
2022$6,487 per active participant

Town School for Boys'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 · 20255
TRUCKER HUSS, A PROFESSIONAL CORP · Investment advisory (plan)$22,626
TIAA$21,856
PENSION ASSURANCE LLP · Accounting / audit$11,250
PLANPILOT, LLC · Investment advisory (plan)$3,825
PENTEGRA SERVICES, INC.$3,538

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$62,795 · 0.14%
2024$39,304 · 0.10%
2023$31,258 · 0.09%
2022$33,095 · 0.09%
Same employer
Similar plansEducational Services · California
Windward School Inc CA$48.9M · 0.10%
Lick-Wilmerding High School CA$48.8M · 0.12%
Age of Learning, Inc. CA$47.8M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941170412 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.