Department of Labor filing

PERFECTION LEARNING CORPORATION

PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST · For the plan year ended Jan 31, 2025

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Public filing 2024 · received Nov 11, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

40filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,170

Reported employer contributions per active participant.

Higher than about 56% of comparable plans

#People in the filing

112

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$464 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 4% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202440out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions56th percentileTypical peer $1,953 · based on 807 comparable plans

Lower reported administrative expense4th percentileTypical peer $170 · based on 814 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jan 31, 2025, PERFECTION LEARNING CORPORATION reported $243,005 in employer contributions across the plan and 112 active participants. That works out to $2,170 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy70%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 63.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 3.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context40/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $243,005
Participant contributions: $994,221
Other contributions: $219,846
Employer share of reported contributions: 19.6%
Beginning assets: $17,915,238
Ending assets: $20,285,009
Ending net assets: $20,285,009
Ending liabilities: $0
Total income: $4,525,280
Total expenses: $2,155,509
Administrative expenses: $81,193
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$5,893

2023

$2,035

2024

$2,170

Plan-paid administrative expenses per participant

2022

$483

2023

$586

2024

$464

Active participants

2022

2023

116

2024

112

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,170	112	20.3M	20251111194448NAL0002982035001
2023	$2,035	116	17.9M	20241114092949NAL0038489442001
2022	$5,893	95	15.3M	20231114214219NAL0005451249001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 420895541-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Feb 1, 1971
Industry: Wholesale trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
3D2E2J2K2G2T2F2S

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CHARLES SCHWAB INVESTMENT MGMT, INC	2024	Not reported	unknown
CHARLES SCHWAB TRUST BANK	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251111194448NAL0002982035001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗