Education & Training Resources401(k)
EDUCATION & TRAINING RESOURCES, LLC 401K PLAN · BOWLING GREEN, KY · plan year 2024
Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works
Education & Training Resources reported $86,590 in plan administrative expenses for 2024: 0.83% of average plan assets, higher than ~90% of peers. Employer contributions averaged $423 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 0.71% to 0.83%. 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 among the smaller plans on file in Kentucky (436th of 871), and 2,002nd of 3,091 in educational services. In 2024, employees put in $5.15 for every $1.00 the employer contributed; active participation has grown from 568 to 854 since 2022.
Education & Training Resources'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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Education & Training Resources before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 611242482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.