Plan Ledger DOL Form 5500 · updated monthly

Windward School Inc403(b)

WINDWARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · LOS ANGELES, 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

Windward School Inc reported $45,706 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,877 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 0.12% 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 1,796th-largest of 9,483 plans among California employers on file, and the 929th of 3,091 in educational services. In 2024, employees put in $1.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,908,972
Participants with balances298
Active participants166
Employer contributions$975,632
Employee contributions$1,298,254
Employer contribution per active participant$5,877
Average account balance$164,124
Benefits paid to participants$2,084,950
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.9M · 298 accts · $976K emplr
2023$43.0M · 303 accts · $881K emplr
2022$36.7M · 290 accts · $808K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,706
Total administrative$45,706
Employer contributions to the Windward School Inc plan · 2024
Employer contribution per active participant$5,877
Median for plans this size$2,416
2024$5,877 per active participant
2023$5,184 per active participant
2022$5,017 per active participant

Windward School 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 · 20242
TIAA$38,902
MORGAN STANLEY · Investment advisory (plan)$7,930

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$45,706 · 0.10%
2023$36,752 · 0.09%
2022$45,171 · 0.12%
Same employer
Similar plansEducational Services · California
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%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952701337 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.