Plan Ledger DOL Form 5500 · updated monthly

Institute for Applied Behavior Analysis Corp.401(k)

IABA SALARY SAVINGS PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.43%

Institute for Applied Behavior Analysis Corp. reported $23,302 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. 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 0.35% to 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (6,774th of 9,483), and 2,197th of 3,341 in other services.

Plan summary
Net assets, end of year$5,703,005
Participants with balances440
Active participants274
Employer contributions—
Employee contributions$248,444
Employer contribution per active participant—
Average account balance$12,961
Benefits paid to participants$744,277
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 440 accts
2023$5.2M · 443 accts
2022$4.7M · 412 accts · $95 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,072
Investment management$15,230
Total administrative$23,302
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
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$8,071
ACCELERATE RETIREMENT · Investment advisory (plan)$15,230

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$23,302 · 0.43%
2023$21,869 · 0.44%
2022$18,460 · 0.35%
Same employer
Similar plansOther Services · California
Joni and Friends CA$6.0M · 0.51%
A Community of Friends CA$6.0M · 0.02%
Spectrum Assembly Inc CA$5.9M · 0.28%
California Boiler, Inc. CA$5.6M · 0.49%
Nextgen Climate Action CA$5.5M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953693249 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.