Plan Ledger DOL Form 5500 · updated monthly

Vistamar School403(b)

VISTAMAR SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · EL SEGUNDO, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Vistamar School reported $9,165 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,618 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 0.00% to 0.08%. 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 among the smaller plans on file in California (5,009th of 9,483), and 1,979th of 3,091 in educational services. In 2024, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,808,327
Participants with balances125
Active participants55
Employer contributions$309,016
Employee contributions$530,724
Employer contribution per active participant$5,618
Average account balance$94,467
Benefits paid to participants$623,428
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 125 accts · $309K emplr
2023$10.0M · 124 accts · $319K emplr
2022$8.8M · 132 accts · $307K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,318
Audit (IQPA)$847
Total administrative$9,165
Employer contributions to the Vistamar School plan · 2024
Employer contribution per active participant$5,618
Median for plans this size$2,416
2024$5,618 per active participant
2023$5,505 per active participant
2022$5,122 per active participant

Vistamar School's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TIAA$8,392

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

Administrative cost history3
2024$9,165 · 0.08%
2023$6,311 · 0.07%
2022$100 · 0.00%
Same employer
Similar plansEducational Services · California
Mathnasium LLC CA$12.1M · 0.42%
Laurence School CA$12.0M · 0.20%
New Roads School CA$11.9M · 0.29%
Mwla, Inc. CA$11.7M · 0.12%
Marin Horizon School CA$11.2M · 0.00%
Ojai Valley School, Inc. CA$10.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141841085 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.