Plan Ledger DOL Form 5500 · updated monthly

Arizona Autism United, Inc.401(k)

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ARIZONA AUTISM UNITED, INC. · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Arizona Autism United, Inc. reported $4,751 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $379 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 0.01% to 0.15%. 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 (932nd of 1,285), and 8,872nd of 11,911 in health care & social assistance. In 2024, employees put in $2.34 for every $1.00 the employer contributed; active participation has grown from 400 to 574 since 2022.

Plan summary
Net assets, end of year$3,556,636
Participants with balances170
Active participants574
Employer contributions$217,819
Employee contributions$510,360
Employer contribution per active participant$379
Average account balance$20,921
Benefits paid to participants$350,315
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 170 accts · $218K emplr
2023$2.7M · 116 accts · $158K emplr
2022$1.9M · 101 accts · $134K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,751
Total administrative$4,751
The Arizona Autism United, Inc. 401(k) match · 2024
Employer contribution per active participant$379
Median for plans this size$1,313
2024$379 per active participant
2023$316 per active participant
2022$334 per active participant

Arizona Autism United, Inc.'s 2024 employer contribution ran below the $1,313 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
NATIONWIDE LIFE INSURANCE COMPANY · Claims processing · Recordkeeping$12,682
NORTON JAMES RETIREMENT SERVICES · Recordkeeping$5,400
LINCOLN INVESTMENT PLANNING LLC · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024NORTON JAMES RETIREMENT SERVICES, Nationwide
2023Mutual of America

This plan has changed recordkeepers within these filings. If you left Arizona Autism United, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$4,751 · 0.15%
2023$111 · 0.00%
2022$272 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Childhelp, Inc. AZ$3.7M · 0.01%
Aires, LLC AZ$3.6M · 1.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161738730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.