Plan Ledger DOL Form 5500 · updated monthly

Azo Services, Inc.401(k)

AZO SERVICES INC 401(K) RETIREMENTS SAVINGS PLAN · KALAMAZOO, MI · plan year 2025

Reported admin expense ratio · 2025
0.00%

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

Azo Services, Inc. reported $1,925 in plan administrative expenses for 2025: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,222 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 rose from 0.003% to 0.004%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 484th-largest of 2,619 plans among Michigan employers on file, and the 2,589th of 11,654 in professional & technical services. In 2025, employees put in $1.27 for every $1.00 the employer contributed; active participation has grown from 655 to 748 since 2022.

Plan summary
Net assets, end of year$54,169,045
Participants with balances860
Active participants748
Employer contributions$1,662,192
Employee contributions$2,103,556
Employer contribution per active participant$2,222
Average account balance$62,987
Benefits paid to participants$4,008,563
Plan auditUnmodified (clean) audit opinion
AuditorBRINK, KEY & CHUDZINSKI
Plan history4
Yearassets · accounts · employer contribution
2025$54.2M · 860 accts · $1.7M emplr
2024$47.4M · 842 accts · $1.6M emplr
2023$42.6M · 829 accts · $1.5M emplr
2022$36.5M · 828 accts · $1.3M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$1,925
Total administrative$1,925
The Azo Services, Inc. 401(k) match · 2025
Employer contribution per active participant$2,222
Median for plans this size$4,093
2025$2,222 per active participant
2024$2,177 per active participant
2023$2,100 per active participant
2022$2,055 per active participant

Azo Services, Inc.'s 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025$1,925 · 0.00%
2024$1,435 · 0.00%
2023$840 · 0.00%
2022$1,130 · 0.00%
Same employer
Similar plansProfessional & Technical Services · Michigan
Marketing Associates, LLC MI$58.2M · 0.09%
Dialogdirect, Inc. MI$55.7M · 0.40%
Spicer Group, Inc. MI$54.1M · 0.33%
Bs&A Software MI$51.9M · 0.27%
Yeo & Yeo Employees, Inc. MI$50.3M · 0.22%
Cuanswers, Inc. MI$47.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383325888 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.