Plan Ledger DOL Form 5500 · updated monthly

Art Trek Inc.401(k)

ART TREK 401(K) · NEWBURY PARK, CA · plan year 2024

Reported admin expense ratio · 2024
1.21%

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

Art Trek Inc. reported $5,146 in plan administrative expenses for 2024: 1.21% of average plan assets, above the peer median. Employer contributions averaged $413 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 1 year on file its reported administrative ratio fell from 1.70% to 1.21%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (9,076th of 9,483), and 3,032nd of 3,091 in educational services. In 2024, employees put in $2.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$501,306
Participants with balances121
Active participants113
Employer contributions$46,679
Employee contributions$134,438
Employer contribution per active participant$413
Average account balance$4,143
Benefits paid to participants$69,175
Plan auditUnmodified (clean) audit opinion
AuditorBRUNO AND PATTERSON CPAS
Plan history2
Yearassets · accounts · employer contribution
2024$501K · 121 accts · $47K emplr
2023$347K · 132 accts · $48K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,146
Total administrative$5,146
The Art Trek Inc. 401(k) match · 2024
Employer contribution per active participant$413
Median for plans this size$540
2024$413 per active participant
2023$409 per active participant

Art Trek Inc.'s 2024 employer contribution ran below the $540 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
ADP, INC. · Loan processing · Recordkeeping$5,145

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

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history2
2024$5,146 · 1.21%
2023$4,035 · 1.70%
Similar plansEducational Services · California
Heytutor CA$610K · 2.89%
Edtheory CA$517K · 1.19%
Valley Achievement Center CA$498K · 1.50%
Beacon Day School Inc. CA$452K · 0.32%
Alta Public Schools CA$421K · 3.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205130203 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.