Plan Ledger DOL Form 5500 · updated monthly

Sierra Madre Learning Center Tot401(k)

SIERRA MADRE LEARNING CENTER TOTAL PROGRAMS RETIREMENT PLAN · SIERRA MADRE, CA · plan year 2022

Reported admin expense ratio · 2022
0.02%

Sierra Madre Learning Center Tot reported $84 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. 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 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (9,126th of 9,483), and 11,447th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$413,435
Participants with balances52
Active participants187
Employer contributions—
Employee contributions$90,576
Employer contribution per active participant—
Average account balance$7,951
Benefits paid to participants$473
Plan auditUnmodified (clean) audit opinion
AuditorKIRSCH KOHN & BRIDGE LLP
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$84 · 0.02%
Similar plansHealth Care & Social Assistance · California
The Testing Company LLC CA$461K · 1.05%
Nyman Associates, Inc. CA$437K · 0.03%
Caravan Operations Corp. CA$402K · 0.74%
Titan Senquest CA$402K · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522448537 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.