Plan Ledger DOL Form 5500 · updated monthly

Buena Vida Learning Services401(k)

BUENA VIDA LEARNING SERVICES 401(K) PROFIT SHARING PLAN & TRUST · DOWNEY, CA · plan year 2022

Reported admin expense ratio · 2022
0.25%

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

Buena Vida Learning Services reported $598 in plan administrative expenses for 2022: 0.25% of average plan assets, lower than ~75% of peers. Employer contributions averaged $165 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 (9,227th of 9,483), and 3,065th of 3,091 in educational services. In 2022, employees put in $1.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$245,161
Participants with balances25
Active participants222
Employer contributions$36,739
Employee contributions$43,094
Employer contribution per active participant$165
Average account balance$9,806
Benefits paid to participants$19,837
Plan auditUnmodified (clean) audit opinion
AuditorSTEPHENS, REIDINGER & BELLER, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$505
Investment management$93
Total administrative$598
The Buena Vida Learning Services 401(k) match · 2022
Employer contribution per active participant$165
Median for plans this size$331

Buena Vida Learning Services's 2022 employer contribution ran below 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$598 · 0.25%
Similar plansEducational Services · California
Timothy D Bowen CA$252K · 0.68%
Middle Tree Incorporated CA$126K · 17.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020754876 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.