Plan Ledger DOL Form 5500 · updated monthly

Tws Acquisition Corporation401(k)

STRATATECH EDUCATION GROUP 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Tws Acquisition Corporation reported $16,877 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $1,583 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 0.34% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 551st-largest of 1,285 plans among Arizona employers on file, and 2,032nd of 3,091 in educational services. In 2024, employees put in $1.96 for every $1.00 the employer contributed; active participation has grown from 277 to 340 since 2022.

Plan summary
Net assets, end of year$11,029,197
Participants with balances215
Active participants340
Employer contributions$538,254
Employee contributions$1,056,101
Employer contribution per active participant$1,583
Average account balance$51,299
Benefits paid to participants$1,217,644
Plan auditUnmodified (clean) audit opinion
AuditorALMICH & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 215 accts · $538K emplr
2023$9.2M · 213 accts · $517K emplr
2022$7.5M · 236 accts · $417K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,476
Trustee / custodial$401
Total administrative$16,877
The Tws Acquisition Corporation 401(k) match · 2024
Employer contribution per active participant$1,583
Median for plans this size$2,416
2024$1,583 per active participant
2023$1,568 per active participant
2022$1,505 per active participant

Tws Acquisition Corporation's 2024 employer contribution ran below 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 · 20241
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$16,476

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$16,877 · 0.17%
2023$27,509 · 0.33%
2022$26,285 · 0.34%
Same employer
Similar plansEducational Services · Arizona
Prescott College AZ$14.8M · 0.02%
Vertex Education, LLC AZ$12.9M · 0.34%
The Gregory School AZ$11.1M · 0.23%
Ams Impact Group, LLC AZ$10.9M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262474568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.