Plan Ledger DOL Form 5500 · updated monthly

Windsor Learning Center, Inc.401(k)

WINDSOR LEARNING CENTER, INC. 401(K) PROFIT SHARING PLAN · POMPTON LAKES, NJ · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Windsor Learning Center, Inc. reported $55,813 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $910 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 rose from 0.42% to 0.52%. 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 among the smaller plans on file in New Jersey (1,466th of 2,419), and 2,048th of 3,091 in educational services. In 2024, employees put in $2.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,760,144
Participants with balances108
Active participants109
Employer contributions$99,170
Employee contributions$285,097
Employer contribution per active participant$910
Average account balance$99,631
Benefits paid to participants$1,190,410
Plan auditUnmodified (clean) audit opinion
AuditorCULLARI CARRICO, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 108 accts · $99K emplr
2023$10.6M · 114 accts · $1.1M emplr
2022$10.3M · 119 accts · $626K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,813
Total administrative$55,813
The Windsor Learning Center, Inc. 401(k) match · 2024
Employer contribution per active participant$910
Median for plans this size$2,416
2024$910 per active participant
2023$10,216 per active participant
2022$6,196 per active participant

Windsor Learning Center, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$39,990
ADVANTAX ADVISORY SERVICES · Investment advisory (plan)$32,873
WILSHIRE ASSOCIATES INCORPORATED · Investment advisory (plan)indirect comp

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$55,813 · 0.52%
2023$51,356 · 0.49%
2022$41,091 · 0.42%
Similar plansEducational Services · New Jersey
North Jersey Elks NJ$12.9M · 0.51%
Learning Ally, Inc. NJ$11.4M · 0.53%
Stevens Cooperative School NJ$10.7M · 0.00%
Allegro School Inc. NJ$9.9M · 0.33%
Hollydell, Inc. NJ$9.6M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223493687 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.