Plan Ledger DOL Form 5500 · updated monthly

A-Z Office Resource, Inc.401(k)

A-Z OFFICE RESOURCE 401(K) SAVINGS PLAN · COLUMBIA, TN · plan year 2022

Reported admin expense ratio · 2022
0.59%

A-Z Office Resource, Inc. reported $30,541 in plan administrative expenses for 2022: 0.59% of average plan assets, above the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Tennessee (1,073rd of 1,496), and 11,227th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$4,958,569
Participants with balances90
Active participants142
Employer contributions—
Employee contributions$269,861
Employer contribution per active participant—
Average account balance$55,095
Benefits paid to participants$21,396
Plan auditUnmodified (clean) audit opinion
AuditorDEMPSEY VANTREASE & FOLLIS, PLLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$30,541
Total administrative$30,541
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$30,541 · 0.59%
Similar plansManufacturing · Tennessee
Elos Medtech Onyx TN$5.1M · 0.59%
Honest Abe Log Homes Inc TN$4.9M · 0.21%
Chairmans Foods, LLC TN$4.8M · 0.44%
Langston Companies, Inc. TN$4.7M · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621228539 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.