Plan Ledger DOL Form 5500 · updated monthly

Children's Learning Adventure USA, LLC401(k)

CHILDREN'S LEARNING ADVENTURE 401(K) · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
1.19%

Children's Learning Adventure USA, LLC reported $41,290 in plan administrative expenses for 2024: 1.19% of average plan assets, higher than ~75% 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 3 years on file its reported administrative ratio has held roughly steady near 1.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (934th of 1,285), and 8,889th of 11,911 in health care & social assistance. active participation has grown from 330 to 485 since 2022.

Plan summary
Net assets, end of year$3,535,074
Participants with balances184
Active participants485
Employer contributions—
Employee contributions$396,407
Employer contribution per active participant—
Average account balance$19,212
Benefits paid to participants$640,924
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.5M · 184 accts
2023$3.4M · 356 accts · $2K emplr
2022$2.6M · 361 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,290
Total administrative$41,290
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
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$41,290

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$41,290 · 1.19%
2023$34,232 · 1.14%
2022$33,565 · 1.17%
Similar plansHealth Care & Social Assistance · Arizona
Childhelp, Inc. AZ$3.7M · 0.01%
Aires, LLC AZ$3.6M · 1.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205808736 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.