Plan Ledger DOL Form 5500 · updated monthly

Arizona Country Club, Inc.401(k)

ARIZONA COUNTRY CLUB RETIREMENT SAVINGS PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Arizona Country Club, Inc. reported $14,961 in plan administrative expenses for 2024: 0.30% of average plan assets, below the peer median. Employer contributions averaged $1,582 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 0.14% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Arizona (803rd of 1,285), and 904th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.05 for every $1.00 the employer contributed; active participation has grown from 99 to 155 since 2022.

Plan summary
Net assets, end of year$5,429,050
Participants with balances119
Active participants155
Employer contributions$245,175
Employee contributions$503,595
Employer contribution per active participant$1,582
Average account balance$45,622
Benefits paid to participants$651,340
Plan auditUnmodified (clean) audit opinion
AuditorBEACHFLEISCHMAN PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 119 accts · $245K emplr
2023$4.6M · 111 accts · $197K emplr
2022$3.6M · 78 accts · $153K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,589
Investment management$372
Total administrative$14,961
The Arizona Country Club, Inc. 401(k) match · 2024
Employer contribution per active participant$1,582
Median for plans this size$1,313
2024$1,582 per active participant
2023$1,262 per active participant
2022$1,542 per active participant

Arizona Country Club, 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 · 20241
TRI-AD ACTUARIES, INC. · Accounting / audit · Loan processing$14,589

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

Recordkeeper by year2
2024TRI-AD ACTUARIES, INC.
2023TRI-AD ACTUARIES, INC.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$14,961 · 0.30%
2023$5,301 · 0.13%
2022$5,422 · 0.14%
Same employer
Similar plansArts, Entertainment & Recreation · Arizona
Cocopah Indian Tribe AZ$6.4M · 0.47%
Phoenix Art Museum AZ$3.9M · 0.09%
Arizona Science Center AZ$3.1M · 1.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860076993 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.