Plan Ledger DOL Form 5500 · updated monthly

Autofocus, Inc.401(k)

AUTOFOCUS, INC. 401(K) PLAN · LAKE HAVASU CITY, AZ · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Autofocus, Inc. reported $89,932 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $1,806 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 3 years on file its reported administrative ratio has held roughly steady near 0.344%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 293rd-largest of 1,285 plans among Arizona employers on file, and the 1,115th of 5,215 in retail trade. In 2024, employees put in $3.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,671,971
Participants with balances304
Active participants257
Employer contributions$464,133
Employee contributions$1,702,492
Employer contribution per active participant$1,806
Average account balance$91,026
Benefits paid to participants$2,187,886
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$27.7M · 304 accts · $464K emplr
2023$24.7M · 308 accts · $516K emplr
2022$22.8M · 325 accts · $486K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,932
Total administrative$89,932
The Autofocus, Inc. 401(k) match · 2024
Employer contribution per active participant$1,806
Median for plans this size$2,416
2024$1,806 per active participant
2023$2,089 per active participant
2022$2,001 per active participant

Autofocus, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241

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$89,932 · 0.34%
2023$83,874 · 0.35%
2022$88,359 · 0.34%
Similar plansRetail Trade · Arizona
Rvr, Inc. AZ$71.2M · 0.01%
Bell Ford, Inc. AZ$39.3M · 0.05%
Rwc International, LTD. AZ$37.1M · 0.51%
Plexus Worldwide, LLC AZ$26.0M · 0.43%
Don Sanderson Ford, Inc. AZ$20.7M · 0.62%
Royal Speedway, Inc. AZ$20.1M · 0.64%
Courtesy Chevrolet AZ$19.6M · 1.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830347778 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.