Plan Ledger DOL Form 5500 · updated monthly

Aid to Adoption of Special Kids401(k)

AID TO ADOPTION OF SPECIAL KIDS 401(K) PROFIT SHARING PLAN & TRUST · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Aid to Adoption of Special Kids reported $37,344 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. Employer contributions averaged $692 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 0.81% to 0.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (754th of 1,285), and 7,159th of 11,911 in health care & social assistance. In 2024, employees put in $2.66 for every $1.00 the employer contributed; active participation has grown from 105 to 145 since 2022.

Plan summary
Net assets, end of year$6,389,007
Participants with balances65
Active participants145
Employer contributions$100,277
Employee contributions$267,004
Employer contribution per active participant$692
Average account balance$98,292
Benefits paid to participants$118,054
Plan auditUnmodified (clean) audit opinion
AuditorKIMBERLIN COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 65 accts · $100K emplr
2023$5.3M · 114 accts · $107K emplr
2022$4.4M · 125 accts · $106K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,344
Total administrative$37,344
The Aid to Adoption of Special Kids 401(k) match · 2024
Employer contribution per active participant$692
Median for plans this size$1,313
2024$692 per active participant
2023$688 per active participant
2022$1,013 per active participant

Aid to Adoption of Special Kids'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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping$26,298
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$11,045

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$37,344 · 0.64%
2023$35,869 · 0.74%
2022$38,807 · 0.81%
Similar plansHealth Care & Social Assistance · Arizona
Casa de Los Ninos AZ$6.7M · 0.21%
Outlier, LLC AZ$6.3M · 0.56%
New Hope of Arizona, Inc AZ$5.9M · 1.05%
Great Elm Healthcare, LLC AZ$5.8M · 1.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860611935 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.