Plan Ledger DOL Form 5500 · updated monthly

Westridge School for Girls, Inc.403(b)

WESTRIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · PASADENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Westridge School for Girls, Inc. reported $45,574 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,287 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 0.13% to 0.10%. 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 the 1,822nd-largest of 9,483 plans among California employers on file, and the 940th of 3,091 in educational services. In 2024, the employer put in $1.17 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$48,016,523
Participants with balances327
Active participants149
Employer contributions$1,085,701
Employee contributions$925,741
Employer contribution per active participant$7,287
Average account balance$146,840
Benefits paid to participants$2,766,305
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.0M · 327 accts · $1.1M emplr
2023$43.4M · 328 accts · $1.0M emplr
2022$37.3M · 330 accts · $998K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,852
Audit (IQPA)$722
Total administrative$45,574
Employer contributions to the Westridge School for Girls, Inc. plan · 2024
Employer contribution per active participant$7,287
Median for plans this size$2,416
2024$7,287 per active participant
2023$6,988 per active participant
2022$6,838 per active participant

Westridge School for Girls, Inc.'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 · 20243
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (plan)$50,503
TIAA$28,052
MORGAN STANLEY · Investment advisory (plan)$17,775

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$45,574 · 0.10%
2023$41,334 · 0.10%
2022$53,429 · 0.13%
Same employer
Similar plansEducational Services · California
Windward School Inc CA$48.9M · 0.10%
Town School for Boys CA$48.8M · 0.14%
Lick-Wilmerding High School CA$48.8M · 0.12%
Age of Learning, Inc. CA$47.8M · 0.18%
Kipp Socal Public Schools CA$46.6M · 0.37%
The Athenian School CA$46.5M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951644047 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.