Plan Ledger DOL Form 5500 · updated monthly

Therapeutic Learning Consultants401(k)

THERAPEUTIC LEARNING CONSULTANTS INC. 401(K) PLAN · PALO ALTO, CA · plan year 2023

Reported admin expense ratio · 2023
0.84%

Therapeutic Learning Consultants reported $4,026 in plan administrative expenses for 2023: 0.84% of average plan assets, below the peer median. 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 1 year on file its reported administrative ratio rose from 0.14% to 0.84%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (9,056th of 9,483), and 3,029th of 3,091 in educational services.

Plan summary
Net assets, end of year$537,057
Participants with balances77
Active participants86
Employer contributions—
Employee contributions$115,596
Employer contribution per active participant—
Average account balance$6,975
Benefits paid to participants$75,595
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT AND TAX SOLUTIONS CPAS
Plan history2
Yearassets · accounts · employer contribution
2023$537K · 77 accts
2022$418K · 146 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,901
Investment management$125
Total administrative$4,026
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP, INC. · Loan processing · Recordkeeping$4,025

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

Administrative cost history2
2023$4,026 · 0.84%
2022$520 · 0.14%
Similar plansEducational Services · California
Isana CA$723K · 0.53%
Trinity Classical Academy CA$673K · 0.52%
Heytutor CA$610K · 2.89%
Edtheory CA$517K · 1.19%
Art Trek Inc. CA$501K · 1.21%
Valley Achievement Center CA$498K · 1.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454135907 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.