Plan Ledger DOL Form 5500 · updated monthly

A World for Children401(k)

A WORLD FOR CHILDREN 401(K) PLAN · ROUND ROCK, TX · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

A World for Children reported $14,996 in plan administrative expenses for 2024: 0.38% of average plan assets, below the peer median. Employer contributions averaged $1,396 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 0.04% to 0.38%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,223rd of 5,688), and 8,327th of 11,911 in health care & social assistance. In 2024, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,314,327
Participants with balances142
Active participants79
Employer contributions$110,315
Employee contributions$235,133
Employer contribution per active participant$1,396
Average account balance$30,383
Benefits paid to participants$149,234
Plan auditUnmodified (clean) audit opinion
AuditorLUDWICK, MONTGOMERY, & STAPP, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 142 accts · $110K emplr
2023$3.7M · 146 accts · $111K emplr
2022$3.2M · 146 accts · $119K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,093
Investment management$13,903
Total administrative$14,996
The A World for Children 401(k) match · 2024
Employer contribution per active participant$1,396
Median for plans this size$1,313
2024$1,396 per active participant
2023$1,373 per active participant
2022$1,471 per active participant

A World for Children's 2024 employer contribution ran above the $1,313 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 · 20242
CARLIN WEALTH MANAGEMENT GROUP · Investment advisory (plan)$13,903
LINCOLN NATIONAL CORPORATION · Contract administrator$1,093

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$14,996 · 0.38%
2023$7,614 · 0.22%
2022$1,456 · 0.04%
Similar plansHealth Care & Social Assistance · Texas
Autism Treatment Center TX$4.2M · 0.25%
El Centro de Corazon TX$4.2M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742811105 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.