Plan Ledger DOL Form 5500 · updated monthly

Act LLC401(k)

ACT! LLC 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Act LLC reported $67,657 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,627 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 rose from 0.53% to 0.66%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 552nd-largest of 1,285 plans among Arizona employers on file, and 7,684th of 11,654 in professional & technical services. In 2024, employees put in $2.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,018,259
Participants with balances124
Active participants55
Employer contributions$254,490
Employee contributions$622,297
Employer contribution per active participant$4,627
Average account balance$88,857
Benefits paid to participants$1,118,173
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 124 accts · $254K emplr
2023$9.6M · 137 accts · $254K emplr
2022$7.9M · 136 accts · $274K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,722
Investment management$38,768
Trustee / custodial$167
Total administrative$67,657
The Act LLC 401(k) match · 2024
Employer contribution per active participant$4,627
Median for plans this size$2,416
2024$4,627 per active participant
2023$4,385 per active participant
2022$4,569 per active participant

Act LLC'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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$28,721
OSAIC WEALTH, INC. · Investment advisory (plan) · Consulting$23,158
LEE CPA AUDIT GROUP · Accounting / audit$13,650

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$67,657 · 0.66%
2023$45,301 · 0.52%
2022$46,043 · 0.53%
Similar plansProfessional & Technical Services · Arizona
Intra Edge, Inc. AZ$11.7M · 0.73%
The Riester Corporation AZ$11.7M · 0.23%
Integratecom Inc AZ$10.8M · 0.27%
Sion Power Corporation AZ$10.8M · 0.16%
Geddes and Company AZ$10.7M · 0.11%
Vermeer Mountain West Inc AZ$10.6M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841599982 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.