Plan Ledger DOL Form 5500 · updated monthly

Beacon Day School Inc.401(k)

BEACON AUTISM SCHOOL INC. 401(K) PROFIT SHARING PLAN AND TRUST · LA PALMA, CA · plan year 2022

Reported admin expense ratio · 2022
0.32%

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

Beacon Day School Inc. reported $1,318 in plan administrative expenses for 2022: 0.32% of average plan assets, lower than ~75% of peers. Employer contributions averaged $506 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.

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 California (9,108th of 9,483), and 3,041st of 3,091 in educational services. In 2022, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$452,451
Participants with balances54
Active participants120
Employer contributions$60,737
Employee contributions$143,983
Employer contribution per active participant$506
Average account balance$8,379
Benefits paid to participants$46,082
Plan auditUnmodified (clean) audit opinion
The Beacon Day School Inc. 401(k) match · 2022
Employer contribution per active participant$506
Median for plans this size$331

Beacon Day School Inc.'s 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,318 · 0.32%
Same employer
Similar plansEducational Services · California
Edtheory CA$517K · 1.19%
Art Trek Inc. CA$501K · 1.21%
Valley Achievement Center CA$498K · 1.50%
Alta Public Schools CA$421K · 3.83%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 412144118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.