Plan Ledger DOL Form 5500 · updated monthly

Arizona-Sonora Desert Museum, Inc.403(b)

ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Arizona-Sonora Desert Museum, Inc. reported $41,883 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. Employer contributions averaged $835 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 0.48% to 0.45%. 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 the 596th-largest of 1,285 plans among Arizona employers on file, and 681st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,888,780
Participants with balances154
Active participants183
Employer contributions$152,723
Employee contributions$488,842
Employer contribution per active participant$835
Average account balance$64,213
Benefits paid to participants$672,256
Plan auditUnmodified (clean) audit opinion
AuditorBEACHFLEISCHMAN PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 154 accts · $153K emplr
2023$8.8M · 148 accts · $138K emplr
2022$8.1M · 156 accts · $98K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,883
Total administrative$41,883
The Arizona-Sonora Desert Museum, Inc. 401(k) match · 2024
Employer contribution per active participant$835
Median for plans this size$1,313
2024$835 per active participant
2023$629 per active participant
2022$562 per active participant

Arizona-Sonora Desert Museum, 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 · 20244
STANDARD · Claims processing · Custodial (securities)$24,494
EMPOWER ANNUITY INSURANCE CO OF AM · Recordkeeping · Participant communication$345
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$15,365
TIAAindirect comp

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

Recordkeeper by year2
2024Empower, STANDARD
2023Prudential, STANDARD

This plan has changed recordkeepers within these filings. If you left Arizona-Sonora Desert Museum, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$41,883 · 0.45%
2023$39,743 · 0.47%
2022$42,880 · 0.48%
Same employer
Similar plansArts, Entertainment & Recreation · Arizona
Cocopah Indian Tribe AZ$6.4M · 0.47%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 860111675 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.