Plan Ledger DOL Form 5500 · updated monthly

Aj Tutoring Inc401(k)

AJ TUTORING 401(K) PLAN · MENLO PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Aj Tutoring Inc reported $12,164 in plan administrative expenses for 2024: 0.20% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,266 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 0.84% to 0.20%. 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 (6,416th of 9,483), and 2,354th of 3,091 in educational services. In 2024, employees put in $2.34 for every $1.00 the employer contributed; active participation has grown from 126 to 210 since 2022.

Plan summary
Net assets, end of year$6,760,871
Participants with balances127
Active participants210
Employer contributions$265,895
Employee contributions$621,832
Employer contribution per active participant$1,266
Average account balance$53,235
Benefits paid to participants$112,585
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 127 accts · $266K emplr
2023$5.1M · 109 accts · $219K emplr
2022$3.8M · 102 accts · $210K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,164
Total administrative$12,164
The Aj Tutoring Inc 401(k) match · 2024
Employer contribution per active participant$1,266
Median for plans this size$1,313
2024$1,266 per active participant
2023$1,599 per active participant
2022$1,668 per active participant

Aj Tutoring Inc'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
THE VANGUARD GROUP, INC. · Recordkeeping$12,164

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$12,164 · 0.20%
2023$8,105 · 0.18%
2022$32,786 · 0.84%
Similar plansEducational Services · California
Heights Christian Schools CA$7.4M · 0.16%
Presidio Knolls School CA$7.4M · 0.68%
Maranatha High School CA$6.8M · 0.54%
Kyo Autism Therapy LLC CA$6.7M · 0.52%
10,000 Degrees CA$6.7M · 0.45%
Revolution Prep, LLC. CA$6.4M · 0.15%
Army and Navy Academy CA$6.3M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471469419 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.