Plan Ledger DOL Form 5500 · updated monthly

American Refrigeration Supplies, Inc.401(k)

ARS 401(K) AND PROFIT SHARING PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

American Refrigeration Supplies, Inc. reported $69,069 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,678 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 3 years on file its reported administrative ratio has held roughly steady near 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 372nd-largest of 1,285 plans among Arizona employers on file, and the 1,916th of 4,246 in wholesale trade. In 2024, employees put in $2.39 for every $1.00 the employer contributed; active participation has grown from 171 to 235 since 2022.

Plan summary
Net assets, end of year$19,614,466
Participants with balances237
Active participants235
Employer contributions$394,321
Employee contributions$941,962
Employer contribution per active participant$1,678
Average account balance$82,761
Benefits paid to participants$2,636,541
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.6M · 237 accts · $394K emplr
2023$19.1M · 227 accts · $575K emplr
2022$18.2M · 194 accts · $422K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,655
Investment management$36,414
Total administrative$69,069
The American Refrigeration Supplies, Inc. 401(k) match · 2024
Employer contribution per active participant$1,678
Median for plans this size$2,416
2024$1,678 per active participant
2023$3,077 per active participant
2022$2,468 per active participant

American Refrigeration Supplies, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
ASHTON THOMAS PRIVATE WEALTH · Investment advisory (plan)$36,414
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$32,745

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$69,069 · 0.36%
2023$69,382 · 0.37%
2022$73,794 · 0.37%
Same employer
Similar plansWholesale Trade · Arizona
Varitec Solutions LLC AZ$28.4M · 0.11%
Awp, Inc. AZ$26.4M · 2.08%
Unical Aviation, Inc. AZ$22.6M · 0.30%
Davidson's, Inc. AZ$18.2M · 0.06%
Core Machinery AZ$16.7M · 0.30%
Road Machinery AZ$16.4M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860067585 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.