Plan Ledger DOL Form 5500 · updated monthly

Higher Ground Education Inc.401(k)

HIGHER GROUND EDUCATION INC. 401(K) PLAN · LAKE FOREST, CA · plan year 2024

Reported admin expense ratio · 2024
0.48%

Higher Ground Education Inc. reported $59,215 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. 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 fell from 1.19% to 0.48%. 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 4,593rd-largest of 9,483 plans among California employers on file, and 1,862nd of 3,091 in educational services. active participation has grown from 2,041 to 2,283 since 2022.

Plan summary
Net assets, end of year$13,907,320
Participants with balances3,243
Active participants2,283
Employer contributions—
Employee contributions$3,378,596
Employer contribution per active participant—
Average account balance$4,288
Benefits paid to participants$2,225,155
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.9M · 3,243 accts
2023$11.0M · 2,326 accts
2022$7.5M · 2,034 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,215
Total administrative$59,215
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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping$59,215

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$59,215 · 0.48%
2023$75,845 · 0.82%
2022$87,115 · 1.19%
Same employer
Similar plansEducational Services · California
Go Kids, Inc. CA$14.2M · 0.12%
Aces 2020, LLC CA$13.9M · 0.72%
Village School CA$13.8M · 0.10%
Aka Head Start, Inc. CA$13.2M · 0.16%
Into North America, Inc. CA$13.1M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811437265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.