Plan Ledger DOL Form 5500 · updated monthly

Waldorf School Assoc of Seattle403(b)

SEATTLE WALDORF SCHOOL 403(B) TDA PLAN · SEATTLE, WA · plan year 2022

Reported admin expense ratio · 2022
0.19%

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

Waldorf School Assoc of Seattle reported $6,193 in plan administrative expenses for 2022: 0.19% of average plan assets, below the peer median. Employer contributions averaged $597 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 1 year on file its reported administrative ratio fell from 0.19% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Washington (1,466th of 1,714), and 2,675th of 3,091 in educational services. In 2022, employees put in $2.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,033,452
Participants with balances125
Active participants122
Employer contributions$72,776
Employee contributions$209,528
Employer contribution per active participant$597
Average account balance$24,268
Benefits paid to participants$108,800
Plan auditDisclaimer of opinion
AuditorGREENWOOD OHLUND & CO CPAS
Plan history2
Yearassets · accounts · employer contribution
2023$2.2M · 93 accts · $73K emplr
2022$3.0M · 125 accts · $73K emplr
Administrative expenses, itemized · 2022
Investment management$2,631
Professional / advisory$3,548
Total administrative$6,193
Employer contributions to the Waldorf School Assoc of Seattle plan · 2022
Employer contribution per active participant$597
Median for plans this size$1,114
2023$1,082 per active participant
2022$597 per active participant

Waldorf School Assoc of Seattle's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$1,491 · 0.05%
2022$6,193 · 0.19%
Similar plansEducational Services · Washington
Lynden Christian School WA$5.5M · 0.58%
Westside School WA$4.6M · 0.03%
Oic of Washington WA$3.8M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911095411 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.