Retirement plan

DREAMS FOR SCHOOLS 401(K) PLAN

Name: DREAMS FOR SCHOOLS - DREAMS FOR SCHOOLS 401(K) PLAN (2025) Form 5500
Creator: DREAMS FOR SCHOOLS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DREAMS FOR SCHOOLS 401(K) PLAN, DREAMS FOR SCHOOLS

DREAMS FOR SCHOOLSEIN 36-4683422Plan #001PY 2025

550 N PARKCENTER DRIVE. SUITE 102 - SANTA ANA, CA 92705949-333-9084dreamsforschools.orgLinkedIn51-200 employeeseducation management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$140K

+65.2% from 2024

Total participants

0.0% from 2024

Average account balance

$27,976

+65.2% from 2024

Annual return

23.67%

+6.67 pp from 2024

Benchmarks

See 7,240 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,240 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$140K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$28K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+23.67%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$204

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$341 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.731%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,976

$68,097-58.9%

$62,929-55.5%

$137,256-79.6%

Participation rate

100.0%

77.4%+22.6pp

73.1%+26.9pp

80.0%+20.0pp

Annual return

23.67%

1859.11%-1835.4pp

1063.93%-1040.3pp

220.34%-196.7pp

Employer contribution / active EE

$2,551

$2,811-9.3%

$2,505+1.8%

$4,156-38.6%

Participant deferral / active EE

$9,164

$4,553+101.3%

$3,888+135.7%

$6,407+43.0%

Admin fee / account holder

$204

$6,521-96.9%

$5,065-96.0%

$12,270-98.3%

DREAMS FOR SCHOOLS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DREAMS FOR SCHOOLS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion