Plan Ledger DOL Form 5500 · updated monthly

The Austin Centers for Exceptional Students, Inc.401(k)

AUSTIN CENTERS 401(K) PROFIT SHARING PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

The Austin Centers for Exceptional Students, Inc. reported $14,528 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. Employer contributions averaged $289 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 0.91% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Arizona (870th of 1,285), and 2,570th of 3,091 in educational services. In 2024, employees put in $2.63 for every $1.00 the employer contributed; active participation has grown from 404 to 619 since 2022.

Plan summary
Net assets, end of year$4,475,052
Participants with balances202
Active participants619
Employer contributions$178,995
Employee contributions$471,166
Employer contribution per active participant$289
Average account balance$22,154
Benefits paid to participants$490,575
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 202 accts · $179K emplr
2023$3.7M · 147 accts · $145K emplr
2022$2.7M · 142 accts · $139K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,528
Total administrative$14,528
The The Austin Centers for Exceptional Students, Inc. 401(k) match · 2024
Employer contribution per active participant$289
Median for plans this size$1,313
2024$289 per active participant
2023$286 per active participant
2022$345 per active participant

The Austin Centers for Exceptional Students, Inc.'s 2024 employer contribution ran below the $1,313 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$14,228

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$14,528 · 0.36%
2023$1,875 · 0.06%
2022$22,504 · 0.91%
Same employer
Similar plansEducational Services · Arizona
Issa, LLC AZ$5.9M · 0.76%
Valley Christian Schools AZ$5.0M · 1.04%
Arizona Charter Solutions AZ$4.5M · 0.14%
P.P.E.P., Inc. AZ$4.2M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860793737 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.