Plan Ledger DOL Form 5500 · updated monthly

Playworks Education Energized dba Playworks401(k)

PLAYWORKS 401(K) PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Playworks Education Energized dba Playworks reported $71,583 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $1,335 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 fell from 0.99% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (5,476th of 9,483), and 2,117th of 3,091 in educational services. In 2024, employees put in $3.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,931,928
Participants with balances390
Active participants280
Employer contributions$373,812
Employee contributions$1,339,396
Employer contribution per active participant$1,335
Average account balance$25,466
Benefits paid to participants$664,159
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 390 accts · $374K emplr
2023$7.6M · 368 accts · $473K emplr
2022$5.3M · 330 accts · $162K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,051
Investment management$24,532
Total administrative$71,583
The Playworks Education Energized dba Playworks 401(k) match · 2024
Employer contribution per active participant$1,335
Median for plans this size$1,313
2024$1,335 per active participant
2023$1,492 per active participant
2022$522 per active participant

Playworks Education Energized dba Playworks's 2024 employer contribution ran above the $1,313 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$47,051
MMA SECURITIES · Investment advisory (plan)$24,532

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

Administrative cost history3
2024$71,583 · 0.81%
2023$60,643 · 0.94%
2022$54,708 · 0.99%
Same employer
Similar plansEducational Services · California
College Track CA$10.3M · 0.53%
Pacific Charter Institute CA$10.2M · 0.18%
Think Together CA$10.1M · 2.71%
John Adams Academy CA$9.9M · 1.11%
Live Oak School CA$9.8M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943251867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.