Employers › La Petite Academy
Recordkeeping fees per participant · Learning Care Group Retirement Savings Plan · plan year 2024
$8.68
Higher than 9% of the 5,847 plans $50 to 250M that report it.
= $38,085 / 4,386
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929140839NAL0012283776001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929140839NAL0012283776001, received 2025-09-29
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-29.
Administrative expenses excluding investment management, per participant
$81.38
Higher than 42% of the 8,758 plans $50 to 250M that report it.
= $356,920 / 4,386
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929140839NAL0012283776001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929140839NAL0012283776001, received 2025-09-29
Administrative expenses per participant
$89.93
Higher than 31% of the 9,042 plans $50 to 250M that report it.
= $394,420 / 4,386
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929140839NAL0012283776001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929140839NAL0012283776001, received 2025-09-29
Administrative expenses as a share of assets
0.389%
Higher than 94% of the 9,049 plans $50 to 250M that report it.
= $394,420 / $101,400,639
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929140839NAL0012283776001, received 2025-09-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929140839NAL0012283776001, received 2025-09-29
Employer contributions per participant
$534
Higher than 4% of the 9,105 plans $50 to 250M that report it.
= $2,343,949 / 4,386
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929140839NAL0012283776001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929140839NAL0012283776001, received 2025-09-29
Employer share of total contributions
18.3%
Higher than 14% of the 9,112 plans $50 to 250M that report it.
= $2,343,949 / $12,782,691
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929140839NAL0012283776001, received 2025-09-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929140839NAL0012283776001, received 2025-09-29
Plan terms are described in La Petite Academy, Inc.'s SEC filings: Form 10-K filed 2005-09-30. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250929140839NAL0012283776001, received 2025-09-29
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LA PETITE ACADEMY, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Plan name | LEARNING CARE GROUP RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Sponsor EIN / plan number | 43-1243221 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Sponsor location | CAROL STREAM, MI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Industry (business code) | 611000, Educational services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Filing received | 2025-09-29 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Participants, beginning of year | 21,025 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Active participants | 19,717 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Participants, end of year | 20,538 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Participants with an account balance | 4,386 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Total assets, beginning of year | $88,715,659 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Total assets, end of year | $101,400,639 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Net assets, end of year | $101,171,373 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Total income | $23,012,468 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Net income | $12,857,036 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Employer contributions | $2,343,949 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Participant contributions | $9,486,716 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Other contributions (incl. rollovers) | $952,026 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Total contributions | $12,782,691 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Benefit payments | $9,752,077 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Total expenses (incl. benefit payments) | $10,155,432 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Total administrative expenses | $394,420 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Contract administrator fees | $318,835 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Recordkeeping fees | $38,085 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Investment advisory and management fees | $37,500 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Administrative expenses excluding investment management | $356,920 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Held in common/collective trusts | $10,235,913 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Held in mutual funds | $88,273,905 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250929140839NAL0012283776001, received 2025-09-29 |
| Independent auditor | PLANTE MORAN | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250929140839NAL0012283776001, received 2025-09-29 |
Position = column in the DOL layout for form year 2024. Filing 20250929140839NAL0012283776001, received 2025-09-29.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $318,834 | yes |
| BKS RETIREMENT SERVICES | INVESTMENT MANAGEMENT | 28 Investment management; 50 Direct payment from the plan; 99 Other fees | $30,000 | no |
| PLANTE & MORAN PLLC | ACCOUNTANT | 10 Accounting (including auditing); 50 Direct payment from the plan; 99 Other fees | $27,000 | no |
| UHY LLP | ACCOUNTANT | 10 Accounting (including auditing); 50 Direct payment from the plan; 99 Other fees | $11,085 | no |
| BALDWIN GROUP WEALTH ADVISORS LLC | INVESTMENT MANAGEMENT | 28 Investment management; 50 Direct payment from the plan; 99 Other fees | $7,500 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250929140839NAL0012283776001, received 2025-09-29.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $88,715,659 | $101,400,639 | 14.3% |
| Participants with a balance | 4,205 | 4,386 | 4.3% |
| Administrative expenses | $340,581 | $394,420 | 15.8% |
| Recordkeeping fees per participant | $14.17 | $8.68 | -38.7% |
| Employer contributions | $2,194,661 | $2,343,949 | 6.8% |
Prior filing 20240926143723NAL0000922209001, received 2024-09-26; the plan years are contiguous.
Sponsor name as filed: LA PETITE ACADEMY, INC.; SEC registrant: LA PETITE ACADEMY INC (CIK 901116, matched by EIN).