Plan Ledger DOL Form 5500 · updated monthly

Ak-Chin Indian Community401(k)

AK-CHIN INDIAN COMMUNITY 401(K) RETIREMENT SAVINGS PLAN · MARICOPA, AZ · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Ak-Chin Indian Community reported $26,407 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $428 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 0.67% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 442nd-largest of 1,285 plans among Arizona employers on file, and the 322nd of 945 in agriculture, forestry & fishing. In 2024, employees put in $3.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,179,455
Participants with balances327
Active participants523
Employer contributions$223,948
Employee contributions$765,382
Employer contribution per active participant$428
Average account balance$46,420
Benefits paid to participants$890,983
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.2M · 327 accts · $224K emplr
2023$13.6M · 336 accts · $204K emplr
2022$12.4M · 328 accts · $191K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,407
Total administrative$26,407
The Ak-Chin Indian Community 401(k) match · 2024
Employer contribution per active participant$428
Median for plans this size$2,416
2024$428 per active participant
2023$394 per active participant
2022$379 per active participant

Ak-Chin Indian Community's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
SOVEREIGN INVESTMENT ADVISORS · Investment advisory (plan)$53,939
INDEPENDENT RETIREMENT CONSULTING · Contract administrator$35,316

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

Administrative cost history3
2024$26,407 · 0.18%
2023$24,634 · 0.19%
2022$89,697 · 0.67%
Similar plansAgriculture, Forestry & Fishing · Arizona
Kenyon Companies, Inc. AZ$35.7M · 0.24%
Skyview Cooling Company AZ$17.7M · 0.52%
Hickmans Egg Ranch, Inc. AZ$11.8M · 0.49%
Pasquinelli Produce Co. AZ$10.3M · 1.05%
Duncan Family Farms, LLC AZ$8.8M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860148433 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.