Plan Ledger DOL Form 5500 · updated monthly

Ascendium Education Group, Inc.401(k)

ASCENDIUM EDUCATION GROUP, INC. 401(K) PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Ascendium Education Group, Inc. reported $200 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,539 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 rose from 0.000% to 0.000%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 225th-largest of 1,936 plans among Wisconsin employers on file, and the 984th of 4,798 in finance & insurance. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$101,747,726
Participants with balances474
Active participants276
Employer contributions$2,080,697
Employee contributions$2,221,396
Employer contribution per active participant$7,539
Average account balance$214,658
Benefits paid to participants$7,705,010
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$101.7M · 474 accts · $2.1M emplr
2023$90.6M · 469 accts · $2.0M emplr
2022$78.5M · 471 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$200
Total administrative$200
The Ascendium Education Group, Inc. 401(k) match · 2024
Employer contribution per active participant$7,539
Median for plans this size$3,635
2024$7,539 per active participant
2023$7,184 per active participant
2022$7,066 per active participant

Ascendium Education Group, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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

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

Administrative cost history3
2024$200 · 0.00%
2023$100 · 0.00%
2022$25 · 0.00%
Same employer
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Summit Credit Union WI$117.0M · 0.13%
M3 Insurance Solutions, Inc. WI$116.7M · 0.06%
Royal Credit Union WI$101.3M · 0.24%
Neb Corporation WI$87.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391090394 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.