Plan Ledger DOL Form 5500 · updated monthly

Select Education Group, Inc.401(k)

INSTITUTE OF TECHNOLOGY 401(K) RETIREMENT PLAN · MODESTO, CA · plan year 2022

Reported admin expense ratio · 2022
0.29%

Select Education Group, Inc. reported $4,197 in plan administrative expenses for 2022: 0.29% 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (8,679th of 9,483), and 2,945th of 3,091 in educational services.

Plan summary
Net assets, end of year$1,262,005
Participants with balances65
Active participants230
Employer contributions—
Employee contributions$136,758
Employer contribution per active participant—
Average account balance$19,415
Benefits paid to participants$252,584
Plan auditUnmodified (clean) audit opinion
AuditorWEWORSKI AND ASSOCIATES
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,197
Total administrative$4,197
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$4,197 · 0.29%
All plans at this employer2
INSTITUTE OF TECHNOLOGY 401(K) RETIREMENT PLAN401(k)
SELECT EDUCATION GROUP EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansEducational Services · California
Wellness Together CA$1.4M · 0.62%
Community Music Center CA$1.3M · 0.13%
Harmonium, Inc. CA$1.3M · 0.56%
Kolbe Academy Inc CA$1.2M · 0.91%
Legacy Education Inc CA$1.1M · 0.82%
Creative Child Care, Inc. CA$888K · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471096041 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.