Plan Ledger DOL Form 5500 · updated monthly

Edupoint Educational Systems, LLC401(k)

EDUPOINT EDUCATIONAL SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Edupoint Educational Systems, LLC reported $58,199 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,409 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 3 years on file its reported administrative ratio has held roughly steady near 0.204%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,550th-largest of 9,483 plans among California employers on file, and the 3,951st of 11,654 in professional & technical services. In 2024, employees put in $2.33 for every $1.00 the employer contributed; active participation has grown from 227 to 252 since 2022.

Plan summary
Net assets, end of year$32,059,414
Participants with balances297
Active participants252
Employer contributions$859,035
Employee contributions$2,003,578
Employer contribution per active participant$3,409
Average account balance$107,944
Benefits paid to participants$809,194
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.1M · 297 accts · $859K emplr
2023$25.1M · 283 accts · $779K emplr
2022$21.0M · 274 accts · $710K emplr
Administrative expenses, itemized · 2024
Investment management$58,199
Total administrative$58,199
The Edupoint Educational Systems, LLC 401(k) match · 2024
Employer contribution per active participant$3,409
Median for plans this size$2,416
2024$3,409 per active participant
2023$3,193 per active participant
2022$3,126 per active participant

Edupoint Educational Systems, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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
EMPOWER ANNUITY INSURANCE COMPANY · Investment advisory (plan)$58,199

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

Administrative cost history3
2024$58,199 · 0.20%
2023$46,505 · 0.20%
2022$43,904 · 0.20%
Same employer
Similar plansProfessional & Technical Services · California
Wnc & Associates, Inc. CA$32.4M · 0.17%
Matterport, Inc. CA$32.3M · 0.21%
Saalex Corporation CA$32.2M · 0.24%
Opengov, Inc. CA$32.2M · 0.26%
Kenshoo, Inc. CA$31.9M · 0.24%
Sma, Inc. CA$31.9M · 0.37%
Intercom, Inc. CA$31.8M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 330738523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.