Plan Ledger DOL Form 5500 · updated monthly

Imagine Learning LLC401(k)

IMAGINE LEARNING LLC 401(K) PLAN · SCOTTSDALE, AZ · plan year 2022

Reported admin expense ratio · 2022
0.31%

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

Imagine Learning LLC reported $290,152 in plan administrative expenses for 2022: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,676 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other educational services employers. By assets it is the 127th-largest of 1,285 plans among Arizona employers on file, and the 586th of 3,091 in educational services. In 2022, employees put in $3.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$89,526,318
Participants with balances3,133
Active participants2,606
Employer contributions$4,366,651
Employee contributions$13,630,674
Employer contribution per active participant$1,676
Average account balance$28,575
Benefits paid to participants$11,689,327
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$290,152
Total administrative$290,152
The Imagine Learning LLC 401(k) match · 2022
Employer contribution per active participant$1,676
Median for plans this size$3,449

Imagine Learning LLC's 2022 employer contribution ran below the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$290,152 · 0.31%
Same employer
Similar plansEducational Services · Arizona
Grand Canyon University AZ$158.3M · 0.31%
Imagine Learning LLC AZ$138.4M · 0.31%
Sdi Education, Inc. AZ$65.8M · 0.00%
Zovio, Inc AZ$58.3M · 0.15%
Asu Enterprise Partners AZ$52.2M · 0.12%
Great Hearts Academies AZ$50.1M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311692050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.