Plan Ledger DOL Form 5500 · updated monthly

The Association of International Certified Professional Accountants401(k)

THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN · DURHAM, NC · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

The Association of International Certified Professional Accountants reported $98,382 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,623 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 0.044% to 0.038%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other other services employers. By assets it is the 98th-largest of 2,005 plans among North Carolina employers on file, and the 57th of 3,341 in other services. In 2024, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$269,235,632
Participants with balances1,072
Active participants724
Employer contributions$4,071,216
Employee contributions$9,036,988
Employer contribution per active participant$5,623
Average account balance$251,153
Benefits paid to participants$24,981,707
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$269.2M · 1,072 accts · $4.1M emplr
2023$245.3M · 1,137 accts · $4.0M emplr
2022$209.1M · 1,140 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,382
Total administrative$98,382
The The Association of International Certified Professional Accountants 401(k) match · 2024
Employer contribution per active participant$5,623
Median for plans this size$4,294
2024$5,623 per active participant
2023$5,172 per active participant
2022$5,500 per active participant

The Association of International Certified Professional Accountants's 2024 employer contribution ran above the $4,294 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
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping$98,231
WEALTHSTREAM ADVISORS INC · Investment advisory (participants)$29,883
CHARLES SCHWAB & CO., INC. · Securities brokerage$2,370

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$98,382 · 0.04%
2023$103,129 · 0.05%
2022$100,141 · 0.04%
Same employer
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Pga Tour, Inc FL$290.7M · 0.06%
The Joint Commission IL$288.3M · 0.04%
Alzheimer's Association IL$276.9M · 0.03%
Fleetcor Technologies, Inc. LA$275.0M · 0.21%
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Source: U.S. Department of Labor, Form 5500 series, EIN 364847532 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.