Plan Snapshot
- Plan Sponsor: Autism Learning Partners
- Sponsor EIN: 263494212
- Sponsor Address: 1333 S. MAYFLOWER AVE., MONROVIA, CA, 91016
- Plan Type: 401(k)
- Total Participants: 3,518
- Total Assets: $14.3M
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 | 3,518 | $14.3M | $0 | $3.7M |
| 2023 | 3,844 | $10.4M | $0 | $1.3M |
| 2022 | 2,136 | $8.4M | $0 | $1.4M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $181,562 | — | $181,562 |
| MMA SECURITIES, LLC | INVESTMENT/FINANCIAL ADVI | $38,543 | — | $38,543 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- MMA SECURITIES, LLC — INVESTMENT/FINANCIAL ADVI
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $220,105
- Estimated Expense Ratio: 1.543% 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 | $220,107 | $51,121 | — | — | — |
| 2023 | $68,680 | $28,860 | $39,820 | — | — |
| 2022 | $29,872 | $5,213 | $24,659 | — | — |