Plan Ledger DOL Form 5500 · updated monthly

Teacher Created Materials, Inc401(k)

TEACHER CREATED MATERIALS, INC. 401(K) PROFIT SHARING PLAN · HUNTINGTON BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Teacher Created Materials, Inc reported $182,338 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,661 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 rose from 0.57% to 0.62%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 2,567th-largest of 9,483 plans among California employers on file, and the 748th of 2,199 in information & media. In 2024, employees put in $2.58 for every $1.00 the employer contributed; active participation has grown from 181 to 217 since 2022.

Plan summary
Net assets, end of year$31,708,846
Participants with balances274
Active participants217
Employer contributions$794,514
Employee contributions$2,049,210
Employer contribution per active participant$3,661
Average account balance$115,726
Benefits paid to participants$2,462,443
Plan auditUnmodified (clean) audit opinion
AuditorWINDES
Plan history3
Yearassets · accounts · employer contribution
2024$31.7M · 274 accts · $795K emplr
2023$27.3M · 307 accts · $766K emplr
2022$22.8M · 257 accts · $643K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$107,607
Investment management$74,731
Total administrative$182,338
The Teacher Created Materials, Inc 401(k) match · 2024
Employer contribution per active participant$3,661
Median for plans this size$2,416
2024$3,661 per active participant
2023$3,682 per active participant
2022$3,554 per active participant

Teacher Created Materials, Inc's 2024 employer contribution ran above the $2,416 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 · 20243
THE BALDWIN GROUP WEALTH ADVISORS L · Investment advisory (plan)$68,923
EMPOWER ADVISORY GROUP, LLC · Investment management$5,808

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$182,338 · 0.62%
2023$139,800 · 0.56%
2022$135,466 · 0.57%
Same employer
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Tebra Technologies, Inc. CA$32.7M · 0.28%
Motor Trend Group CA$32.2M · 0.32%
Internews Network, Inc. CA$30.9M · 0.18%
Endemol USA, Inc. CA$30.5M · 0.01%
Scribd, Inc. CA$30.1M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330004235 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.