Plan Ledger DOL Form 5500 · updated monthly

Lift Enrichment Inc401(k)

LIFT ENRICHMENT 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.58%

Lift Enrichment Inc reported $125 in plan administrative expenses for 2024: 0.58% 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Arizona (1,282nd of 1,285), and 3,086th of 3,091 in educational services.

Plan summary
Net assets, end of year$21,523
Participants with balances171
Active participants225
Employer contributions—
Employee contributions$22,307
Employer contribution per active participant—
Average account balance$126
Benefits paid to participants$941
Plan auditUnmodified (clean) audit opinion
AuditorLANDMARK
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.

Administrative cost history1
2024$125 · 0.58%
Similar plansEducational Services · Arizona
Skyline Education, Inc. AZ$1.2M · 1.77%
National Laser Institute AZ$382K · 2.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471836313 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.