Plan Ledger DOL Form 5500 · updated monthly

Podium Education, Inc.401(k)

PODIUM EDUCATION 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Podium Education, Inc. reported $6,367 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $0 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 1 year on file its reported administrative ratio rose from 0.22% to 0.26%. 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 Texas (4,559th of 5,688), and 2,713th of 3,091 in educational services.

Plan summary
Net assets, end of year$3,106,358
Participants with balances121
Active participants133
Employer contributions$0
Employee contributions$655,413
Employer contribution per active participant$0
Average account balance$25,672
Benefits paid to participants$214,509
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$3.1M · 121 accts
2023$1.8M · 167 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,866
Investment management$2,501
Total administrative$6,367
The Podium Education, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Podium Education, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$2,501

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

Administrative cost history2
2024$6,367 · 0.26%
2023$3,120 · 0.22%
Similar plansEducational Services · Texas
Reup Education Inc. TX$3.3M · 0.11%
The Monarch School, Inc. TX$2.8M · 0.70%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 823863037 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.