Department of Labor filing

THE KINGS DAUGHTERS SCHOOL

THE KING'S DAUGHTERS' SCHOOL RETIREMENT PLAN · For the plan year ended Jun 30, 2025

Public filing 2024 · received Jan 6, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

75filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$5,072

Reported employer contributions per active participant.

Higher than about 88% of comparable plans

#People in the filing

135

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$132 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 44% of comparable plans

↗Investment performance

Not available

Plan assets changed 6.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202475out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions88th percentileTypical peer $1,873 · based on 503 comparable plans

Lower reported administrative expense44th percentileTypical peer $108 · based on 522 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, THE KINGS DAUGHTERS SCHOOL reported $684,662 in employer contributions across the plan and 135 active participants. That works out to $5,072 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy79%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 28.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 11.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context75/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $684,662
Participant contributions: $85,838
Other contributions: Not reported
Employer share of reported contributions: 88.9%
Beginning assets: $5,539,211
Ending assets: $5,875,707
Ending net assets: $5,875,707
Ending liabilities: $0
Total income: $1,342,203
Total expenses: $1,005,707
Administrative expenses: $22,387
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,962

2023

$4,812

2024

$5,072

Plan-paid administrative expenses per participant

2022

$118

2023

$127

2024

$132

Active participants

2022

128

2023

134

2024

135

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5,072	135	5.9M	20260106162658NAL0002628963001
2023	$4,812	134	5.5M	20250122111938NAL0004400065001
2022	$3,962	128	5.2M	20240112132904NAL0018046832001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 620560293-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1994
Industry: Educational services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2J2K3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIS WEALTH OUTSOURCING SOLUTIONS	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260106162658NAL0002628963001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗