Retirement plan

AHA LABS INC. 401(K) PLAN

Name: AHA! LABS INC. - AHA LABS INC. 401(K) PLAN (2025) Form 5500
Creator: AHA! LABS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AHA LABS INC. 401(K) PLAN, AHA! LABS INC.

AHA! LABS INC.EIN 46-2459664Plan #001PY 2025

20 GLORIA CIRCLE - MENLO PARK, CA 94025408-425-8756ahaclass.usLinkedIn1-10 employeese-learning

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$17.6M

+24.7% from 2024

Total participants

129

-3.0% from 2024

Average account balance

$136,605

+27.6% from 2024

Annual return

19.20%

-3.63 pp from 2024

Benchmarks

See 20,558 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort20,558 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.62M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

129

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.69M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+19.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930	Recordkeeping	$975

Plan features & details

Pension benefit codes2E3D2G2J2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$975

$12 / participant

Contract admin$975100.0%

% of EOY assets

0.006%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PLANTE & MORAN, PLLC
Auditor EIN: 331498605
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$136,605

$106,749+28.0%

$145,433-6.1%

$82,448+65.7%

Participation rate

100.0%

75.6%+24.4pp

82.1%+17.9pp

68.1%+31.9pp

Annual return

19.20%

27.59%-8.4pp

66.58%-47.4pp

41.64%-22.4pp

Employer contribution / active EE

$6,183

$3,444+79.5%

$4,554+35.8%

$2,551+142.4%

Participant deferral / active EE

$14,671

$6,519+125.1%

$7,897+85.8%

$4,139+254.4%

Admin fee / account holder

$8,390-99.9%

$13,129-99.9%

$7,234-99.9%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.3 years

Service code 15 · EIN 23-1945930

Recordkeeping

$975

AHA LABS INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AHA LABS INC. 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