Plan Ledger DOL Form 5500 · updated monthly

Dreambox Learning, Inc.401(k)

DREAMBOX LEARNING 401(K) PLAN · BELLEVUE, WA · plan year 2023

Reported admin expense ratio · 2023
0.40%

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

Dreambox Learning, Inc. reported $89,644 in plan administrative expenses for 2023: 0.40% of average plan assets, above the peer median. Employer contributions averaged $6 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.

Across the 1 year on file its reported administrative ratio rose from 0.35% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other educational services employers. By assets it is the 612th-largest of 1,714 plans among Washington employers on file, and the 1,455th of 3,091 in educational services. In 2023, employees put in $2163.94 for every $1.00 the employer contributed; active participation has shrunk from 283 to 233 since 2022.

Plan summary
Net assets, end of year$23,959,622
Participants with balances457
Active participants233
Employer contributions$1,427
Employee contributions$3,087,941
Employer contribution per active participant$6
Average account balance$52,428
Benefits paid to participants$4,389,114
Plan auditUnmodified (clean) audit opinion
AuditorMELISSA G. CRITCHER, CPA, PC
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $32K emplr
2023$24.0M · 457 accts · $1K emplr
2022$21.4M · 537 accts · $366K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$45,636
Investment management$44,008
Total administrative$89,644
The Dreambox Learning, Inc. 401(k) match · 2023
Employer contribution per active participant$6
Median for plans this size$2,440
2023$6 per active participant
2022$1,295 per active participant

Dreambox Learning, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$45,636
SCS · Investment advisory (plan)$44,008

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

Administrative cost history3
2024Not separately reported
2023$89,644 · 0.40%
2022$66,497 · 0.35%
Same employer
Similar plansEducational Services · Washington
The Evergreen School WA$31.2M · 0.05%
Annie Wright Schools WA$30.7M · 0.14%
Cornish College of the Arts WA$28.2M · 0.19%
Digipen USA LLC WA$22.8M · 0.23%
St. Thomas School WA$19.7M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272358787 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.