Plan Ledger DOL Form 5500 · updated monthly

The Academy Group, L.P.401(k)

THE ACADEMY GROUP 401(K) PROFIT-SHARING PLAN · BOULDER, CO · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

The Academy Group, L.P. reported $20,604 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $1,927 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (1,072nd of 1,461), and 8,043rd of 11,911 in health care & social assistance. In 2024, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,756,759
Participants with balances184
Active participants158
Employer contributions$304,428
Employee contributions$431,746
Employer contribution per active participant$1,927
Average account balance$25,852
Benefits paid to participants$210,924
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,604
Total administrative$20,604
The The Academy Group, L.P. 401(k) match · 2024
Employer contribution per active participant$1,927
Median for plans this size$1,313

The Academy Group, L.P.'s 2024 employer contribution ran above the $1,313 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 · 20241
UBS FINANCIAL SERVICES INC · Investment advisory (participants)$20,604

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

Administrative cost history1
2024$20,604 · 0.51%
Similar plansHealth Care & Social Assistance · Colorado

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 841178122 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.