Plan Ledger DOL Form 5500 · updated monthly

Apple Montessori Schools, Inc.401(k)

APPLE MONTESSORI SCHOOLS 401(K) PLAN · FAIRFIELD, NY · plan year 2022

Reported admin expense ratio · 2022
0.98%

Apple Montessori Schools, Inc. reported $1,337 in plan administrative expenses for 2022: 0.98% of average plan assets, above the peer median. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in New York (5,576th of 5,648), and 3,078th of 3,091 in educational services.

Plan summary
Net assets, end of year$137,069
Participants with balances45
Active participants446
Employer contributions—
Employee contributions$107,502
Employer contribution per active participant—
Average account balance$3,046
Benefits paid to participants$2,551
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,337
Total administrative$1,337
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,337 · 0.98%
Same employer
Similar plansEducational Services · New York
Counseling in Schools Inc NY$626K · 2.06%
Maspeth Town Hall, Inc. NY$413K · 1.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830805374 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.