Plan Ledger DOL Form 5500 · updated monthly

Amethod Public Schools401(k)

AMETHOD PUBLIC SCHOOLS 401(K) RETIREMENT PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Amethod Public Schools reported $9,491 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $830 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 0.33% to 0.23%. 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 (7,196th of 9,483), and 2,569th of 3,091 in educational services. In 2024, employees put in $2.96 for every $1.00 the employer contributed; active participation has shrunk from 219 to 158 since 2022.

Plan summary
Net assets, end of year$4,476,552
Participants with balances190
Active participants158
Employer contributions$131,210
Employee contributions$388,109
Employer contribution per active participant$830
Average account balance$23,561
Benefits paid to participants$353,946
Plan auditUnmodified (clean) audit opinion
AuditorKIMBERLINE COMPANY, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 190 accts · $131K emplr
2023$3.8M · 218 accts · $172K emplr
2022$2.7M · 139 accts · $94K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,491
Total administrative$9,491
The Amethod Public Schools 401(k) match · 2024
Employer contribution per active participant$830
Median for plans this size$1,313
2024$830 per active participant
2023$717 per active participant
2022$431 per active participant

Amethod Public Schools'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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$41,705

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Amethod 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
2024$9,491 · 0.23%
2023$9,946 · 0.31%
2022$9,308 · 0.33%
Similar plansEducational Services · California
St. Anne School CA$4.9M · 0.40%
Simpson University CA$4.7M · 0.69%
Warren Walker School, Inc CA$4.4M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943185735 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.