Plan Ledger DOL Form 5500 · updated monthly

Asu Enterprise Partners401(k)

ASU ENTERPRISE PARTNERS 401(K) PLAN · TEMPE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Asu Enterprise Partners reported $60,543 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,375 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 0.08% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 180th-largest of 1,285 plans among Arizona employers on file, and the 886th of 3,091 in educational services. In 2024, employees put in $1.41 for every $1.00 the employer contributed; active participation has grown from 303 to 343 since 2022.

Plan summary
Net assets, end of year$52,156,865
Participants with balances583
Active participants343
Employer contributions$2,186,562
Employee contributions$3,087,901
Employer contribution per active participant$6,375
Average account balance$89,463
Benefits paid to participants$5,852,165
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.2M · 583 accts · $2.2M emplr
2023$46.3M · 531 accts · $2.4M emplr
2022$36.6M · 479 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,543
Total administrative$60,543
The Asu Enterprise Partners 401(k) match · 2024
Employer contribution per active participant$6,375
Median for plans this size$2,416
2024$6,375 per active participant
2023$7,347 per active participant
2022$5,993 per active participant

Asu Enterprise Partners's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241
TIAA · Recordkeeping · Pension consulting$60,543

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

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$60,543 · 0.12%
2023$49,613 · 0.12%
2022$30,883 · 0.08%
Similar plansEducational Services · Arizona
Imagine Learning LLC AZ$89.5M · 0.31%
Sdi Education, Inc. AZ$65.8M · 0.00%
Zovio, Inc AZ$58.3M · 0.15%
Great Hearts Academies AZ$50.1M · 0.43%
Phoenix Country Day School AZ$47.7M · 0.10%
Charter One, LLC AZ$33.2M · 1.10%
Legacy Traditional Schools AZ$32.5M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475599177 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.