Plan Ledger DOL Form 5500 · updated monthly

Arizona Youth Partnership401(k)

ARIZONA YOUTH PARTNERSHIP 401(K) PROFIT SHARING PLAN AND TRUST · TUCSON, AZ · plan year 2023

Reported admin expense ratio · 2023
0.87%

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

Arizona Youth Partnership reported $8,092 in plan administrative expenses for 2023: 0.87% of average plan assets, below the peer median. Employer contributions averaged $527 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 1 year on file its reported administrative ratio fell from 1.05% to 0.87%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Arizona (1,152nd of 1,285), and 11,257th of 11,654 in professional & technical services. In 2023, employees put in $3.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$961,805
Participants with balances77
Active participants56
Employer contributions$29,526
Employee contributions$114,416
Employer contribution per active participant$527
Average account balance$12,491
Benefits paid to participants$217,850
Plan auditUnmodified (clean) audit opinion
AuditorR&A CPAS PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$962K · 77 accts · $30K emplr
2022$897K · 139 accts · $62K emplr
The Arizona Youth Partnership 401(k) match · 2023
Employer contribution per active participant$527
Median for plans this size$522
2023$527 per active participant
2022$1,036 per active participant

Arizona Youth Partnership's 2023 employer contribution ran above the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processing$6,234

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

Administrative cost history2
2023$8,092 · 0.87%
2022$10,688 · 1.05%
Similar plansProfessional & Technical Services · Arizona
Tyr Tactical AZ$1.1M · 0.98%
Francisco Grande USA Inc. AZ$933K · 0.15%
Pro-Qual Industries, LLC AZ$887K · 1.38%
Landscape Broker, LLC AZ$856K · 0.77%
Omniengine LLC AZ$805K · 1.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860669087 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.