What are the fees in the Edtheory 401(k) plan?

For plan year 2022, Edtheory reported $5,123 in plan administrative expenses, or 1.19% of average plan assets — above the peer median. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Edtheory 401(k)?

The average participant account balance was $6,798 for plan year 2022, based on 76 accounts.

Edtheory401(k)

Name: Edtheory 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

EDTHEORY 401K · PLEASANTON, CA · plan year 2022

Reported admin expense ratio · 2022

1.19%

Edtheory reported $5,123 in plan administrative expenses for 2022: 1.19% of average plan assets, above the peer median. 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 (9,064th of 9,483), and 3,030th of 3,091 in educational services.

Plan summary
Net assets, end of year$516,665
Participants with balances76
Active participants262
Employer contributions—
Employee contributions$298,126
Employer contribution per active participant—
Average account balance$6,798
Benefits paid to participants$46,130
Plan auditUnmodified (clean) audit opinion
AuditorKANNOTH & ASSOCIATES CPA INC.

What these fees cost you

Your balance

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$5,123 · 1.19%

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Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 824675419 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.