Plan Ledger DOL Form 5500 · updated monthly

Ammo Inc401(k)

AMMO INC 401(K) PROFIT SHARING PLAN & TRUST · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
1.06%

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

Ammo Inc reported $86,271 in plan administrative expenses for 2024: 1.06% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,970 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 1.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is the 620th-largest of 1,285 plans among Arizona employers on file, and 1,731st of 3,341 in other services. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,176,232
Participants with balances418
Active participants308
Employer contributions$606,656
Employee contributions$1,018,829
Employer contribution per active participant$1,970
Average account balance$21,953
Benefits paid to participants$734,815
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 418 accts · $607K emplr
2023$7.2M · 354 accts · $405K emplr
2022$2.8M · 452 accts · $236K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$86,271
Total administrative$86,271
The Ammo Inc 401(k) match · 2024
Employer contribution per active participant$1,970
Median for plans this size$1,313
2024$1,970 per active participant
2023$1,305 per active participant
2022$809 per active participant

Ammo Inc's 2024 employer contribution ran above the $1,313 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 · 20245
HUNNEX AND SHOEMAKER INC. · Contract administrator$16,691
INTEROCEAN CAPITAL GROUP LLC · Investment advisory (plan)$15,036
INTEROCEAN CAPITAL LLC · Investment advisory (plan)$1,435
EMPOWER ADVISORY GROUP LLC · Investment management$759

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$86,271 · 1.06%
2023Not separately reported
2022$31,014 · 1.09%
Same employer
Similar plansOther Services · Arizona
Thermo King West, Inc. AZ$10.0M · 0.55%
Scottsdale Bible Church AZ$10.0M · 0.64%
Open Loop Energy, Inc. AZ$9.1M · 0.82%
Dbsi, Inc. AZ$9.1M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300957912 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.