Plan Ledger DOL Form 5500 · updated monthly

Exceptional Parents Unlimited401(k)

EXCEPTIONAL PARENTS UNLIMITED PROFIT SHARING PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Exceptional Parents Unlimited reported $28,608 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $2,152 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 0.57% to 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,014th of 9,483), and 7,930th of 11,911 in health care & social assistance. In 2024, employees put in $1.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,956,988
Participants with balances144
Active participants101
Employer contributions$217,375
Employee contributions$242,298
Employer contribution per active participant$2,152
Average account balance$34,424
Benefits paid to participants$493,929
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 144 accts · $217K emplr
2023$4.4M · 143 accts · $201K emplr
2022$3.7M · 140 accts · $171K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,608
Total administrative$28,608
The Exceptional Parents Unlimited 401(k) match · 2024
Employer contribution per active participant$2,152
Median for plans this size$1,313
2024$2,152 per active participant
2023$1,671 per active participant
2022$1,680 per active participant

Exceptional Parents Unlimited's 2024 employer contribution ran above the $1,313 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
REGENCY INVESTMENT ADVISORS · Investment advisory (plan)$22,847

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$28,608 · 0.61%
2023$24,604 · 0.61%
2022$21,209 · 0.57%
Same employer
Similar plansHealth Care & Social Assistance · California
Compass Family Services CA$5.0M · 0.80%
Families Forward CA$5.0M · 0.02%
Collabria Care CA$4.9M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770263702 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.