Plan Ledger DOL Form 5500 · updated monthly

Autism Learning Partners401(k)

AUTISM LEARNING PARTNERS 401(K) PLAN · MONROVIA, CA · plan year 2024

Reported admin expense ratio · 2024
1.79%

Autism Learning Partners reported $220,107 in plan administrative expenses for 2024: 1.79% of average plan assets, higher than ~90% 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 rose from 0.34% to 1.79%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,508th-largest of 9,483 plans among California employers on file, and the 4,632nd of 11,911 in health care & social assistance. active participation has grown from 2,136 to 3,518 since 2022.

Plan summary
Net assets, end of year$14,260,935
Participants with balances4,157
Active participants3,518
Employer contributions—
Employee contributions$3,749,992
Employer contribution per active participant—
Average account balance$3,431
Benefits paid to participants$1,376,126
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 4,157 accts
2023$10.4M · 762 accts
2022$8.4M · 1,033 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$168,986
Investment management$51,121
Total administrative$220,107
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 · 20243
ADP, INC. · Loan processing · Recordkeeping$181,562
MMA SECURITIES, LLC · Recordkeeping · Pension consulting$38,543
ADP BROKER-DEALERindirect comp

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, MMA SECURITIES, LLC
2023Vanguard

This plan has changed recordkeepers within these filings. If you left Autism Learning Partners 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$220,107 · 1.79%
2023$68,680 · 0.73%
2022$29,872 · 0.34%
Same employer
Similar plansHealth Care & Social Assistance · California
Emanate Health Mso CA$14.6M · 0.32%
Exagen Inc. CA$14.3M · 0.45%
Mindful Health Solutions CA$14.2M · 0.51%
Vnacare CA$14.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263494212 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.