Plan Ledger DOL Form 5500 · updated monthly

Achieve Human Services, Inc.Profit-sharing plan

401(A) THRIFT PLAN OF ACHIEVE HUMAN SERVICES, INC. · YUMA, AZ · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Achieve Human Services, Inc. reported $2,566 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,352 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 1 year on file its reported administrative ratio rose from 0.07% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (968th of 1,285), and 9,176th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,104,737
Participants with balances96
Active participants67
Employer contributions$425,565
Employee contributions$0
Employer contribution per active participant$6,352
Average account balance$32,341
Benefits paid to participants$379,421
Plan auditUnmodified (clean) audit opinion
AuditorLUDWIG KLEWER & RUDNER, PLLC
Plan history2
Yearassets · accounts · employer contribution
2024$3.1M · 96 accts · $426K emplr
2023$2.8M · 140 accts · $342K emplr
Employer contributions to the Achieve Human Services, Inc. plan · 2024
Employer contribution per active participant$6,352
Median for plans this size$1,313
2024$6,352 per active participant
2023$3,935 per active participant

Achieve Human Services, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$3,047

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history2
2024$2,566 · 0.09%
2023$1,761 · 0.07%
Similar plansHealth Care & Social Assistance · Arizona
Twelfth One, LLC AZ$3.1M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860354970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.