Plan Ledger DOL Form 5500 · updated monthly

Whittier College403(b)

WHITTIER COLLEGE 403(B) PLAN · WHITTIER, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Whittier College reported $149,256 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $2,190 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 0.07% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 722nd-largest of 9,483 plans among California employers on file, and the 370th of 3,091 in educational services. In 2024, employees put in $1.60 for every $1.00 the employer contributed; active participation has grown from 310 to 399 since 2022.

Plan summary
Net assets, end of year$145,154,639
Participants with balances824
Active participants399
Employer contributions$873,898
Employee contributions$1,395,378
Employer contribution per active participant$2,190
Average account balance$176,159
Benefits paid to participants$13,586,454
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$145.2M · 824 accts · $874K emplr
2023$139.4M · 843 accts · $397K emplr
2022$127.2M · 832 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,917
Investment management$82,959
Audit (IQPA)$16,380
Total administrative$149,256
Employer contributions to the Whittier College plan · 2024
Employer contribution per active participant$2,190
Median for plans this size$3,635
2024$2,190 per active participant
2023$959 per active participant

Whittier College's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TIAA · Recordkeeping · Pension consulting$49,917
CAPFINANCIAL PARTNERS, LLC · Investment management$82,959
ARMANINO LLP · Accounting / audit$16,380

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

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$149,256 · 0.10%
2023$179,293 · 0.13%
2022$92,337 · 0.07%
Same employer
Similar plansEducational Services · California
Pitzer College CA$151.5M · 0.02%
Ixl Learning, Inc. CA$142.1M · 0.09%
Scripps College CA$139.1M · 0.03%
Chegg, Inc CA$138.3M · 0.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 951644048 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.