Plan Snapshot
- Plan Sponsor: Age Of Learning, INC.
- Sponsor EIN: 364605531
- Sponsor Address: 101 N. BRAND BLVD., GLENDALE, CA, 91203
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $41.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 319 | $41.9M | $1.1M | $3.7M |
| 2023 | 428 | $39.1M | $1.3M | $4.3M |
| 2022 | 539 | $31.2M | $1.7M | $5.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,500
- Estimated Expense Ratio: 0.030% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $85,234 | $33,500 | — | $12,500 | — |
| 2023 | $79,158 | $24,000 | — | $12,000 | — |
| 2022 | $78,268 | $28,687 | — | — | $11,500 |