Plan Ledger DOL Form 5500 · updated monthly

Stve-Aai Education, Inc401(k)

STVE-AAI EDUCATION, INC. 401(K) PLAN · ARLINGTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Stve-Aai Education, Inc reported $25,591 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $616 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 1.51% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 2,570th-largest of 5,688 plans among Texas employers on file, and 1,871st of 3,091 in educational services. In 2024, employees put in $3.24 for every $1.00 the employer contributed; active participation has grown from 1,001 to 1,392 since 2022.

Plan summary
Net assets, end of year$13,759,753
Participants with balances1,349
Active participants1,392
Employer contributions$857,744
Employee contributions$2,777,412
Employer contribution per active participant$616
Average account balance$10,200
Benefits paid to participants$1,212,005
Plan auditUnmodified (clean) audit opinion
AuditorMCLINKTOCK & ASSOCIATES, PC
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 1,349 accts · $858K emplr
2023$10.1M · 1,195 accts
2022$8.7M · 1,001 accts
Administrative expenses, itemized · 2024
Trustee / custodial$25,466
Total administrative$25,591
The Stve-Aai Education, Inc 401(k) match · 2024
Employer contribution per active participant$616
Median for plans this size$2,416

Stve-Aai Education, Inc's 2024 employer contribution ran below the $2,416 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 · 20241
BOKF, NA · Custodial (securities) · Trustee$27,991

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$25,591 · 0.21%
2023$134,519 · 1.44%
2022$146,609 · 1.51%
Same employer
Similar plansEducational Services · Texas
Alcuin School TX$17.4M · 0.18%
H.A.S.C., Inc. TX$17.3M · 0.04%
Keystone School TX$14.2M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461749258 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.