Plan Ledger DOL Form 5500 · updated monthly

Ace Charter School401(k)

ACE CHARTER SCHOOL 401(K) PLAN · SAN JOSE, CA · plan year 2022

Reported admin expense ratio · 2022
0.62%

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

Ace Charter School reported $14,646 in plan administrative expenses for 2022: 0.62% of average plan assets, above the peer median. Employer contributions averaged $558 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (8,235th of 9,483), and 2,833rd of 3,091 in educational services. In 2022, employees put in $2.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,157,769
Participants with balances81
Active participants144
Employer contributions$80,321
Employee contributions$196,960
Employer contribution per active participant$558
Average account balance$26,639
Benefits paid to participants$193,274
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,646
Total administrative$14,646
The Ace Charter School 401(k) match · 2022
Employer contribution per active participant$558
Median for plans this size$1,114

Ace Charter School's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$14,646 · 0.62%
Similar plansEducational Services · California
Inclusion Services LLC CA$2.5M · 0.29%
QE2 Systems Inc CA$2.1M · 0.08%
Aspire Public Schools CA$2.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261570590 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.