Plan Ledger DOL Form 5500 · updated monthly

Arizona Nutritional Supplements, LLC401(k)

ARIZONA NUTRITIONAL SUPPLEMENTS, PROFIT SHARING PLAN · CHANDLER, AZ · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Arizona Nutritional Supplements, LLC reported $37,139 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $850 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 0.31% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 534th-largest of 1,285 plans among Arizona employers on file, and 8,149th of 13,661 in manufacturing. In 2024, employees put in $2.21 for every $1.00 the employer contributed; active participation has shrunk from 487 to 409 since 2022.

Plan summary
Net assets, end of year$11,626,717
Participants with balances435
Active participants409
Employer contributions$347,726
Employee contributions$767,243
Employer contribution per active participant$850
Average account balance$26,728
Benefits paid to participants$1,932,432
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 435 accts · $348K emplr
2023$11.0M · 243 accts · $327K emplr
2022$10.2M · 270 accts · $372K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,682
Investment management$8,457
Total administrative$37,139
The Arizona Nutritional Supplements, LLC 401(k) match · 2024
Employer contribution per active participant$850
Median for plans this size$2,416
2024$850 per active participant
2023$910 per active participant
2022$764 per active participant

Arizona Nutritional Supplements, LLC'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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$9,059
LPL FINANCIAL LLC · Investment advisory (plan)$8,451
UKG KRONOS SYSTEMS, LLC · Consulting$6,000

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$37,139 · 0.33%
2023$31,512 · 0.30%
2022$34,715 · 0.31%
Same employer
Similar plansManufacturing · Arizona
Medical Device Inc. AZ$12.7M · 0.31%
Drake Companies AZ$12.6M · 0.41%
Darling Industries Inc. AZ$12.5M · 0.18%
Loftin Equipment Company AZ$12.0M · 0.91%
Trendwood Inc AZ$11.5M · 0.05%
Orthoscan, Inc. AZ$11.3M · 0.34%
Leoni Wiring Systems AZ$11.2M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461253852 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.