Plan Ledger DOL Form 5500 · updated monthly

Alta Public Schools401(k)

ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST · WALNUT PARK, CA · plan year 2023

Reported admin expense ratio · 2023
3.83%

Alta Public Schools reported $14,970 in plan administrative expenses for 2023: 3.83% of average plan assets, higher than ~75% of peers. 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 has held roughly steady near 3.83%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (9,122nd of 9,483), and 3,045th of 3,091 in educational services.

Plan summary
Net assets, end of year$420,799
Participants with balances187
Active participants104
Employer contributions—
Employee contributions$62,211
Employer contribution per active participant—
Average account balance$2,250
Benefits paid to participants$46,758
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $647 emplr
2023$421K · 187 accts
2022$361K · 204 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$730
Investment management$14,240
Total administrative$14,970
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$14,970

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

Recordkeeper by year2
2024PENSERV PLAN SERVICES, INC.
2023John Hancock

This plan has changed recordkeepers within these filings. If you left Alta Public Schools before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$14,970 · 3.83%
2022$14,031 · 3.72%
Similar plansEducational Services · California
Art Trek Inc. CA$501K · 1.21%
Valley Achievement Center CA$498K · 1.50%
Beacon Day School Inc. CA$452K · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261671037 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.