Plan Ledger DOL Form 5500 · updated monthly

Eduvision, Inc.401(k)

ARIZONA COLLEGE 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
1.08%

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

Eduvision, Inc. reported $155,332 in plan administrative expenses for 2024: 1.08% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,019 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 rose from 0.36% to 1.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 407th-largest of 1,285 plans among Arizona employers on file, and 1,707th of 3,091 in educational services. In 2024, employees put in $2.25 for every $1.00 the employer contributed; active participation has grown from 944 to 1,521 since 2022.

Plan summary
Net assets, end of year$17,165,171
Participants with balances716
Active participants1,521
Employer contributions$1,549,367
Employee contributions$3,489,108
Employer contribution per active participant$1,019
Average account balance$23,974
Benefits paid to participants$2,460,676
Plan auditUnmodified (clean) audit opinion
AuditorWEWORSKI AND ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$17.2M · 716 accts · $1.5M emplr
2023$11.6M · 547 accts · $1.3M emplr
2022$6.2M · 368 accts · $419K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,174
Investment management$94,158
Total administrative$155,332
The Eduvision, Inc. 401(k) match · 2024
Employer contribution per active participant$1,019
Median for plans this size$2,416
2024$1,019 per active participant
2023$1,074 per active participant
2022$444 per active participant

Eduvision, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$61,174
CREATIVE PLANNING LLC · Investment advisory (plan)$94,158

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$155,332 · 1.08%
2023$94,512 · 1.06%
2022$22,476 · 0.36%
All plans at this employer2
STRUNK HR, LLC 401(K) PLAN401(k)
ARIZONA COLLEGE 401(K) PLAN401(k)
Same employer
Similar plansEducational Services · Arizona
Legacy Traditional Schools AZ$32.5M · 0.28%
Parchment LLC AZ$15.6M · 0.51%
Prescott College AZ$14.8M · 0.02%
Vertex Education, LLC AZ$12.9M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431537880 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.