Plan Ledger DOL Form 5500 · updated monthly

Academy for Advancement of Children With Autism401(k)

ACADEMY FOR ADVANCEMENT OF CHILDREN WITH AUTISM 401(K) PLAN · LANCASTER, CA · plan year 2024

Reported admin expense ratio · 2024
7.50%

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

Academy for Advancement of Children With Autism reported $22,156 in plan administrative expenses for 2024: 7.50% of average plan assets, higher than ~90% of peers. Employer contributions averaged $69 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 14.25% to 7.50%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (9,174th of 9,483), and 3,057th of 3,091 in educational services. In 2024, employees put in $18.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$341,695
Participants with balances128
Active participants128
Employer contributions$8,859
Employee contributions$163,362
Employer contribution per active participant$69
Average account balance$2,669
Benefits paid to participants$91,815
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$342K · 128 accts · $9K emplr
2023$249K · 143 accts · $4K emplr
2022$132K · 127 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,156
Total administrative$22,156
The Academy for Advancement of Children With Autism 401(k) match · 2024
Employer contribution per active participant$69
Median for plans this size$540
2024$69 per active participant
2023$27 per active participant

Academy for Advancement of Children With Autism's 2024 employer contribution ran below the $540 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 · 20241
VESTWELL · Contract administrator · Investment advisory (plan)indirect comp

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$22,156 · 7.50%
2023$16,105 · 8.45%
2022$11,134 · 14.25%
Similar plansEducational Services · California
Beacon Day School Inc. CA$452K · 0.32%
Alta Public Schools CA$421K · 3.83%
Timothy D Bowen CA$252K · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861151725 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.