Plan Ledger DOL Form 5500 · updated monthly

Walden School of California403(b)

WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN · PASADENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Walden School of California reported $25 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,490 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 fell from 0.001% to 0.001%. 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 (7,256th of 9,483), and 2,587th of 3,091 in educational services. In 2024, the employer put in $1.95 for every $1.00 employees contributed themselves; active participation has grown from 48 to 53 since 2022.

Plan summary
Net assets, end of year$4,333,573
Participants with balances118
Active participants53
Employer contributions$131,996
Employee contributions$67,791
Employer contribution per active participant$2,490
Average account balance$36,725
Benefits paid to participants$223,702
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 118 accts · $132K emplr
2023$3.9M · 119 accts · $137K emplr
2022$3.5M · 117 accts · $125K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25
Total administrative$25
Employer contributions to the Walden School of California plan · 2024
Employer contribution per active participant$2,490
Median for plans this size$1,313
2024$2,490 per active participant
2023$2,971 per active participant
2022$2,599 per active participant

Walden School of California's 2024 employer contribution ran above the $1,313 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.

Administrative cost history3
2024$25 · 0.00%
2023$25 · 0.00%
2022$25 · 0.00%
Same employer
Similar plansEducational Services · California
Amethod Public Schools CA$4.5M · 0.23%
Warren Walker School, Inc CA$4.4M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952663177 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.