Plan Ledger DOL Form 5500 · updated monthly

Axis for Autism LLC401(k)

AXIS FOR AUTISM 401(K) RETIREMENT PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
1.11%

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

Axis for Autism LLC reported $4,952 in plan administrative expenses for 2024: 1.11% of average plan assets, above the peer median. Employer contributions averaged $0 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (1,223rd of 1,285), and 11,415th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$445,491
Participants with balances186
Active participants143
Employer contributions$0
Employee contributions$182,116
Employer contribution per active participant$0
Average account balance$2,395
Benefits paid to participants$7,267
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,801
Investment management$1,151
Total administrative$4,952
The Axis for Autism LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Axis for Autism LLC's 2024 employer contribution ran below the $540 median for plans its size, in the bottom 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.

Administrative cost history1
2024$4,952 · 1.11%
Similar plansHealth Care & Social Assistance · Arizona
Zion Compassion Care, LLC AZ$521K · 2.90%
Civitan Foundation Inc. AZ$517K · 0.48%
Ohana Family Homes, LLC. AZ$359K · 1.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861292674 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.