Plan Ledger DOL Form 5500 · updated monthly

Arizona Machinery Group, Inc.401(k)

ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN · AVONDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Arizona Machinery Group, Inc. reported $79,392 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $3,137 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 fell from 0.15% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 149th-largest of 1,285 plans among Arizona employers on file, and the 509th of 5,215 in retail trade. In 2024, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$68,913,500
Participants with balances1,021
Active participants758
Employer contributions$2,377,821
Employee contributions$4,535,908
Employer contribution per active participant$3,137
Average account balance$67,496
Benefits paid to participants$3,993,348
Plan auditUnmodified (clean) audit opinion
AuditorFRAZER, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$68.9M · 1,021 accts · $2.4M emplr
2023$57.3M · 948 accts · $2.2M emplr
2022$47.4M · 885 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,392
Total administrative$79,392
The Arizona Machinery Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,137
Median for plans this size$3,635
2024$3,137 per active participant
2023$2,980 per active participant
2022$2,454 per active participant

Arizona Machinery Group, Inc.'s 2024 employer contribution ran below the $3,635 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
SENTRY LIFE INSURANCE COMPANY$84,045

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$79,392 · 0.13%
2023$78,977 · 0.15%
2022$74,873 · 0.15%
Same employer
Similar plansRetail Trade · Arizona
Gowan Company, LLC AZ$91.6M · 0.13%
Rvr, Inc. AZ$71.2M · 0.01%
Bell Ford, Inc. AZ$39.3M · 0.05%
Rwc International, LTD. AZ$37.1M · 0.51%
Autofocus, Inc. AZ$27.7M · 0.34%
Plexus Worldwide, LLC AZ$26.0M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860422015 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.