Plan Ledger DOL Form 5500 · updated monthly

AchievekidsDC plan

403(B) THRIFT PLAN OF ACHIEVEKIDS · PALO ALTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Achievekids reported $1,029 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,132 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 0.00% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (5,909th of 9,483), and 2,233rd of 3,091 in educational services. In 2024, employees put in $3.10 for every $1.00 the employer contributed; active participation has shrunk from 117 to 101 since 2022.

Plan summary
Net assets, end of year$8,412,585
Participants with balances121
Active participants101
Employer contributions$114,340
Employee contributions$354,174
Employer contribution per active participant$1,132
Average account balance$69,525
Benefits paid to participants$1,083,250
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 121 accts · $114K emplr
2023$8.1M · 104 accts · $104K emplr
2022$7.1M · 110 accts · $103K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,029
Total administrative$1,029
Employer contributions to the Achievekids plan · 2024
Employer contribution per active participant$1,132
Median for plans this size$1,313
2024$1,132 per active participant
2023$688 per active participant
2022$880 per active participant

Achievekids's 2024 employer contribution ran below 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$339

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,029 · 0.01%
2023$766 · 0.01%
2022$175 · 0.00%
Similar plansEducational Services · California
Park Day School CA$8.7M · 0.41%
American Film Institute CA$8.6M · 0.01%
Black Pine Circle, Inc. CA$8.0M · 0.84%
The Wesley School CA$7.7M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770412221 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.