Plan Ledger DOL Form 5500 · updated monthly

Unbounded Learning, Inc.401(k)

UNBOUNDED LEARNING, INC. 401(K) PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.15%

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

Unbounded Learning, Inc. reported $14,115 in plan administrative expenses for 2025: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,640 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 1 year on file its reported administrative ratio rose from 0.07% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in New York (3,555th of 5,648), and 2,085th of 3,091 in educational services. In 2025, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,399,482
Participants with balances155
Active participants78
Employer contributions$751,948
Employee contributions$1,104,533
Employer contribution per active participant$9,640
Average account balance$67,093
Benefits paid to participants$1,693,440
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$10.4M · 155 accts · $752K emplr
2024$8.5M · 167 accts · $941K emplr
The Unbounded Learning, Inc. 401(k) match · 2025
Employer contribution per active participant$9,640
Median for plans this size$1,464
2025$9,640 per active participant
2024$7,531 per active participant

Unbounded Learning, Inc.'s 2025 employer contribution ran above the $1,464 median for plans its size, placing it in the top 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
THE ANGELL PENSION GROUP, INC.$3,600
ASCENSUS LLCindirect comp

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

Administrative cost history2
2025$14,115 · 0.15%
2024$4,845 · 0.07%
Similar plansEducational Services · New York
West Side Montessori School NY$10.8M · 0.01%
Equality Charter School NY$10.5M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475223320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.