Plan Ledger DOL Form 5500 · updated monthly

Cultural Experiences Abroad, LLC.401(k)

CULTURAL EXPERIENCES ABROAD, LLC. 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Cultural Experiences Abroad, LLC. reported $48,348 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $3,190 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is the 597th-largest of 1,285 plans among Arizona employers on file, and 2,128th of 3,091 in educational services. In 2024, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,825,477
Participants with balances213
Active participants158
Employer contributions$504,095
Employee contributions$1,029,990
Employer contribution per active participant$3,190
Average account balance$46,129
Benefits paid to participants$484,195
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,867
Investment management$30,481
Total administrative$48,348
The Cultural Experiences Abroad, LLC. 401(k) match · 2024
Employer contribution per active participant$3,190
Median for plans this size$1,313

Cultural Experiences Abroad, LLC.'s 2024 employer contribution ran above the $1,313 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 · 20242
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$28,953
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$17,867

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

Administrative cost history1
2024$48,348 · 0.56%
Same employer
Similar plansEducational Services · Arizona
The Gregory School AZ$11.1M · 0.23%
Tws Acquisition Corporation AZ$11.0M · 0.17%
Ams Impact Group, LLC AZ$10.9M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364153584 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.