Plan Ledger DOL Form 5500 · updated monthly

Education Advanced, Inc.401(k)

EDUCATION ADVANCED 401(K) PLAN · TYLER, TX · plan year 2023

Reported admin expense ratio · 2023
0.12%

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

Education Advanced, Inc. reported $4,383 in plan administrative expenses for 2023: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,108 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 2 years on file its reported administrative ratio has held roughly steady near 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Texas (4,212th of 5,688), and 1,936th of 2,199 in information & media. In 2023, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,416,209
Participants with balances113
Active participants94
Employer contributions$386,143
Employee contributions$688,458
Employer contribution per active participant$4,108
Average account balance$39,081
Benefits paid to participants$709,728
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$3.3M · 79 accts · $232K emplr
2023$4.4M · 113 accts · $386K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,484
Investment management$2,899
Total administrative$4,383
The Education Advanced, Inc. 401(k) match · 2023
Employer contribution per active participant$4,108
Median for plans this size$1,308
2024$4,930 per active participant
2023$4,108 per active participant

Education Advanced, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$4,433 · 0.11%
2023$4,383 · 0.12%
Same employer
Similar plansInformation & Media · Texas
Monetate, Inc. TX$5.0M · 0.06%
Geoforce, Inc. TX$4.7M · 0.05%
Texas Tribune, Inc TX$4.3M · 0.21%
Aspireiq, Inc TX$3.8M · 0.41%
Spectrum Voip, Inc. TX$3.7M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454536173 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.