Plan Ledger DOL Form 5500 · updated monthly

Viewpoint Educational Foundation403(b)

VIEWPOINT EDUCATIONAL FOUNDATION 403(B) · CALABASAS, CA · plan year 2025

Reported admin expense ratio · 2025
0.19%

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

Viewpoint Educational Foundation reported $150,403 in plan administrative expenses for 2025: 0.19% of average plan assets, above the peer median. Employer contributions averaged $3,718 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 fell from 0.21% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other educational services employers. By assets it is the 1,173rd-largest of 9,483 plans among California employers on file, and the 625th of 3,091 in educational services. In 2025, employees put in $1.61 for every $1.00 the employer contributed; active participation has grown from 298 to 349 since 2022.

Plan summary
Net assets, end of year$83,494,964
Participants with balances577
Active participants349
Employer contributions$1,297,692
Employee contributions$2,083,587
Employer contribution per active participant$3,718
Average account balance$144,705
Benefits paid to participants$5,763,981
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$83.5M · 577 accts · $1.3M emplr
2024$75.1M · 494 accts · $1.2M emplr
2023$67.2M · 505 accts · $1.1M emplr
2022$57.4M · 503 accts · $1.0M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$145,142
Total administrative$150,403
Employer contributions to the Viewpoint Educational Foundation plan · 2025
Employer contribution per active participant$3,718
Median for plans this size$4,093
2025$3,718 per active participant
2024$4,254 per active participant
2023$3,622 per active participant
2022$3,514 per active participant

Viewpoint Educational Foundation's 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
MORGAN STANLEY · Investment advisory (plan)$60,000
TIAA$53,209
ARMANINO LLP · Accounting / audit$24,885

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$150,403 · 0.19%
2024$137,793 · 0.19%
2023$124,465 · 0.20%
2022$131,235 · 0.21%
Same employer
Similar plansEducational Services · California
The Buckley School CA$85.7M · 0.08%
Westmont College CA$85.1M · 0.13%
The Bishop's School CA$79.1M · 0.12%
The Harker School CA$73.3M · 0.22%
Kipp Bay Area Schools CA$67.3M · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 952242261 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.