Plan Ledger DOL Form 5500 · updated monthly

Aka Head Start, Inc.403(b)

AKA HEAD START, INC. TAX SHELTERED ANNUITY · EL CAJON, CA · plan year 2025

Reported admin expense ratio · 2025
0.16%

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

Aka Head Start, Inc. reported $19,782 in plan administrative expenses for 2025: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,788 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 rose from 0.15% to 0.16%. 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 4,718th-largest of 9,483 plans among California employers on file, and 1,907th of 3,091 in educational services. In 2025, employees put in $1.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,160,135
Participants with balances208
Active participants188
Employer contributions$524,193
Employee contributions$603,352
Employer contribution per active participant$2,788
Average account balance$63,270
Benefits paid to participants$820,743
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$13.2M · 208 accts · $524K emplr
2024$11.1M · 213 accts · $554K emplr
2023$9.4M · 212 accts · $484K emplr
2022$7.5M · 209 accts · $438K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$19,782
Total administrative$19,782
Employer contributions to the Aka Head Start, Inc. plan · 2025
Employer contribution per active participant$2,788
Median for plans this size$2,666
2025$2,788 per active participant
2024$2,858 per active participant
2023$2,444 per active participant
2022$2,115 per active participant

Aka Head Start, 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 · 20251
TRI-AD ACTUARIES, INC. · Contract administrator · Recordkeeping$19,782

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

Recordkeeper by year3
2025TRI-AD ACTUARIES, INC.
2024TRI-AD ACTUARIES, INC.
2023TRI-AD ACTUARIES, INC.

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Administrative cost history4
2025$19,782 · 0.16%
2024$13,025 · 0.13%
2023$7,053 · 0.08%
2022$11,787 · 0.15%
Same employer
Similar plansEducational Services · California
Aces 2020, LLC CA$13.9M · 0.72%
Village School CA$13.8M · 0.10%
Into North America, Inc. CA$13.1M · 0.04%
Almaden Country Day School CA$12.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952565264 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.