Retirement plan

ACADEMIC EXPEDITIONS 401K PLAN

Name: ACADEMIC EXPEDITIONS - ACADEMIC EXPEDITIONS 401K PLAN (2024) Form 5500
Creator: ACADEMIC EXPEDITIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACADEMIC EXPEDITIONS 401K PLAN, ACADEMIC EXPEDITIONS

ACADEMIC EXPEDITIONSEIN 73-1680883Plan #001PY 2024

3277 ARBOR TRACE - CHARLOTTESVILLE, VA 22911917-520-5453

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$754K

+63.2% from 2023

Total participants

+4.3% from 2023

Average account balance

$32,787

+56.1% from 2023

Annual return

18.06%

+1.78 pp from 2023

Benchmarks

See 8,052 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort8,052 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.08M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$231K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1291

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 codes2E2F2G2J2T3D

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

$4K

$201 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.586%

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

$32,787

$72,446-54.7%

$67,561-51.5%

$145,877-77.5%

Participation rate

95.5%

76.9%+18.6pp

72.9%+22.6pp

80.3%+15.2pp

Annual return

18.06%

7211.98%-7193.9pp

3525.44%-3507.4pp

551.28%-533.2pp

Employer contribution / active EE

$2,637

$3,072-14.2%

$2,735-3.6%

$4,663-43.4%

Participant deferral / active EE

$6,837

$4,785+42.9%

$4,003+70.8%

$6,691+2.2%

Admin fee / account holder

$192

$5,541-96.5%

$4,006-95.2%

$13,402-98.6%

ACADEMIC EXPEDITIONS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACADEMIC EXPEDITIONS 401K 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