Plan Ledger DOL Form 5500 · updated monthly

A-Z Bus Sales, Inc.ESOP

A-Z BUS SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · COLTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

A-Z Bus Sales, Inc. reported $45,477 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,759 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.22% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,954th-largest of 9,483 plans among California employers on file, and the 724th of 5,215 in retail trade. active participation has grown from 122 to 156 since 2022.

Plan summary
Net assets, end of year$44,285,128
Participants with balances256
Active participants156
Employer contributions$1,054,342
Employee contributions—
Employer contribution per active participant$6,759
Average account balance$172,989
Benefits paid to participants$2,636,975
Plan auditUnmodified (clean) audit opinion
AuditorTALLEY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$44.3M · 256 accts · $1.1M emplr
2023$33.2M · 237 accts · $600K emplr
2022$30.0M · 225 accts · $480K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,185
Investment management$13,349
Trustee / custodial$14,943
Total administrative$45,477
Employer contributions to the A-Z Bus Sales, Inc. plan · 2024
Employer contribution per active participant$6,759
Median for plans this size$2,416
2024$6,759 per active participant
2023$4,167 per active participant
2022$3,934 per active participant

A-Z Bus Sales, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSITION FINANCE STRATEGIES/BREA · Recordkeeping$17,185
ARGENT TRUST COMPANY · Trustee$14,943
MORGAN STANELY SMITH/BARNEY · Trustee$8,099
PRAIRIE CAPITAL ADVISORS · Valuation$5,250

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TRANSITION FINANCE STRATEGIES/BREA
2023TRANSITION FINANCE STRATEGIES/BREA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$45,477 · 0.12%
2023$60,618 · 0.19%
2022$72,648 · 0.22%
Same employer
Similar plansRetail Trade · California
Chevron Stations Inc. CA$46.6M · 0.05%
Bristol Farms, Inc. CA$46.6M · 0.45%
Boot Barn, Inc. CA$46.2M · 0.33%
Valence Media, LLC. CA$44.4M · 0.35%
Del Grande Dealer Group CA$43.8M · 0.37%
Pivot Interiors, Inc. CA$42.2M · 0.11%
Hot Topic, Inc. CA$41.9M · 0.54%
Ruggeri-Jensen-Azar CA$41.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330065644 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.