Plan Ledger DOL Form 5500 · updated monthly

Age of Learning, Inc.401(k)

AGE OF LEARNING 401(K) · GLENDALE, CA · plan year 2025

Reported admin expense ratio · 2025
0.18%

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

Age of Learning, Inc. reported $79,341 in plan administrative expenses for 2025: 0.18% of average plan assets, below the peer median. Employer contributions averaged $4,237 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 3 years on file its reported administrative ratio fell from 0.25% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 1,830th-largest of 9,483 plans among California employers on file, and the 945th of 3,091 in educational services. In 2025, employees put in $3.32 for every $1.00 the employer contributed; active participation has shrunk from 539 to 244 since 2022.

Plan summary
Net assets, end of year$47,784,916
Participants with balances644
Active participants244
Employer contributions$1,033,755
Employee contributions$3,434,403
Employer contribution per active participant$4,237
Average account balance$74,200
Benefits paid to participants$6,252,639
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$47.8M · 644 accts · $1.0M emplr
2024$41.9M · 759 accts · $1.1M emplr
2023$39.1M · 786 accts · $1.3M emplr
2022$31.2M · 820 accts · $1.7M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$35,441
Investment management$30,000
Audit (IQPA)$13,500
Trustee / custodial$400
Total administrative$79,341
The Age of Learning, Inc. 401(k) match · 2025
Employer contribution per active participant$4,237
Median for plans this size$2,666
2025$4,237 per active participant
2024$3,297 per active participant
2023$3,145 per active participant
2022$3,207 per active participant

Age of Learning, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$35,441
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$30,000
PENSION ASSURANCE LLP · Accounting / audit$13,500

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

Recordkeeper by year3
2025Transamerica
2024Transamerica
2023Transamerica

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Administrative cost history4
2025$79,341 · 0.18%
2024$85,234 · 0.21%
2023$79,158 · 0.23%
2022$78,268 · 0.25%
Same employer
Similar plansEducational Services · California
Windward School Inc CA$48.9M · 0.10%
Town School for Boys CA$48.8M · 0.14%
Lick-Wilmerding High School CA$48.8M · 0.12%
Kipp Socal Public Schools CA$46.6M · 0.37%
The Athenian School CA$46.5M · 0.11%
Wildwood School CA$46.4M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364605531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.