Plan Ledger DOL Form 5500 · updated monthly

Academic Partnerships, LLC401(k)

ACADEMIC PARTNERSHIPS, LLC RETIREMENT SAVINGS PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Academic Partnerships, LLC reported $176,350 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,922 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 0.35% to 0.27%. 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 681st-largest of 5,688 plans among Texas employers on file, and the 562nd of 3,091 in educational services. In 2024, employees put in $3.16 for every $1.00 the employer contributed; active participation has grown from 658 to 1,563 since 2022.

Plan summary
Net assets, end of year$94,640,524
Participants with balances1,683
Active participants1,563
Employer contributions$3,004,687
Employee contributions$9,498,082
Employer contribution per active participant$1,922
Average account balance$56,233
Benefits paid to participants$9,129,021
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$94.6M · 1,683 accts · $3.0M emplr
2023$35.7M · 748 accts · $1.3M emplr
2022$29.1M · 760 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$103,223
Investment management$73,127
Total administrative$176,350
The Academic Partnerships, LLC 401(k) match · 2024
Employer contribution per active participant$1,922
Median for plans this size$3,635
2024$1,922 per active participant
2023$2,124 per active participant
2022$2,094 per active participant

Academic Partnerships, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$103,223
CREATIVE PLANNING LLC · Investment advisory (plan)$61,413
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,713

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$176,350 · 0.27%
2023$98,254 · 0.30%
2022$107,544 · 0.35%
Same employer
Similar plansEducational Services · Texas
Southwestern University TX$117.0M · 0.06%
Hockaday School Inc. TX$106.7M · 0.06%
St. Marks School of Texas TX$85.9M · 0.01%
The Kinkaid School, Inc. TX$83.4M · 0.09%
University of St. Thomas TX$70.6M · 0.35%
Greenhill School TX$69.3M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272009059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.