Plan Ledger DOL Form 5500 · updated monthly

Arizona Center for Nature Conservation401(k)

THE ARIZONA CENTER FOR NATURE CONSERVATION 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Arizona Center for Nature Conservation reported $95,728 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $1,292 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 0.03% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 321st-largest of 1,285 plans among Arizona employers on file, and the 365th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.86 for every $1.00 the employer contributed; active participation has grown from 314 to 408 since 2022.

Plan summary
Net assets, end of year$24,618,706
Participants with balances503
Active participants408
Employer contributions$527,330
Employee contributions$2,036,792
Employer contribution per active participant$1,292
Average account balance$48,944
Benefits paid to participants$1,943,120
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.6M · 503 accts · $527K emplr
2023$21.3M · 481 accts · $452K emplr
2022$17.0M · 420 accts · $381K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$95,728
Total administrative$95,728
The Arizona Center for Nature Conservation 401(k) match · 2024
Employer contribution per active participant$1,292
Median for plans this size$2,416
2024$1,292 per active participant
2023$1,167 per active participant
2022$1,213 per active participant

Arizona Center for Nature Conservation'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$95,704
GLOBAL RETIREMENT PARTNERS 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.

Administrative cost history3
2024$95,728 · 0.42%
2023$76,849 · 0.40%
2022$5,199 · 0.03%
Same employer
Similar plansArts, Entertainment & Recreation · Arizona
Azpb Limited Partnership AZ$60.3M · 0.13%
Suns Legacy Partners AZ$41.8M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860174843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.