Plan Ledger DOL Form 5500 · updated monthly

Arizona Restaurant Supply, Inc.401(k)

ARIZONA RESTAURANT SUPPLY, INC. 401(K) PLAN · US TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Arizona Restaurant Supply, Inc. reported $35,663 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $1,218 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 0.73% to 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Arizona (795th of 1,285), and 3,567th of 4,246 in wholesale trade. In 2024, employees put in $3.08 for every $1.00 the employer contributed; active participation has grown from 173 to 191 since 2022.

Plan summary
Net assets, end of year$5,568,423
Participants with balances216
Active participants191
Employer contributions$232,671
Employee contributions$715,606
Employer contribution per active participant$1,218
Average account balance$25,780
Benefits paid to participants$785,927
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 216 accts · $233K emplr
2023$4.9M · 168 accts · $186K emplr
2022$3.7M · 162 accts · $142K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,661
Investment management$19,002
Total administrative$35,663
The Arizona Restaurant Supply, Inc. 401(k) match · 2024
Employer contribution per active participant$1,218
Median for plans this size$1,313
2024$1,218 per active participant
2023$1,123 per active participant
2022$821 per active participant

Arizona Restaurant Supply, Inc.'s 2024 employer contribution ran below 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 · 20242
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$19,002
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$16,661

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$35,663 · 0.68%
2023$30,584 · 0.71%
2022$28,849 · 0.73%
Same employer
Similar plansWholesale Trade · Arizona
Metro Fire Equipment AZ$7.8M · 0.01%
Arizona Partsmaster, LLC AZ$7.0M · 0.70%
Longust Distributing, LLC AZ$6.6M · 0.40%
Arizona Fasteners Corp AZ$6.3M · 1.31%
Tilt Holdings Inc. AZ$1.9M · 1.53%
Romer Beverage Company AZ$932K · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 860733327 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.