Plan Ledger DOL Form 5500 · updated monthly

Aztec Engineering Group, Inc.401(k)

AZTEC ENGINEERING GROUP, INC. 401(K) PROFIT SHARING PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Aztec Engineering Group, Inc. reported $77,244 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $3,088 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 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 318th-largest of 1,285 plans among Arizona employers on file, and the 1,731st of 5,337 in construction. In 2024, employees put in $2.83 for every $1.00 the employer contributed; active participation has grown from 150 to 188 since 2022.

Plan summary
Net assets, end of year$25,143,530
Participants with balances227
Active participants188
Employer contributions$580,509
Employee contributions$1,639,990
Employer contribution per active participant$3,088
Average account balance$110,764
Benefits paid to participants$1,905,155
Plan auditUnmodified (clean) audit opinion
AuditorKEEGAN LINSCOTT & ASSOCIATES PC
Plan history3
Yearassets · accounts · employer contribution
2024$25.1M · 227 accts · $581K emplr
2023$21.6M · 219 accts · $508K emplr
2022$17.1M · 222 accts · $432K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,386
Investment management$47,858
Total administrative$77,244
The Aztec Engineering Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,088
Median for plans this size$2,416
2024$3,088 per active participant
2023$3,044 per active participant
2022$2,882 per active participant

Aztec Engineering Group, Inc.'s 2024 employer contribution ran above 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 · 20243
PFG ADVISORS, LLC · Recordkeeping · Trustee$47,858
ADP, INC. · Loan processing · Recordkeeping$29,386
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, PFG ADVISORS, LLC
2023ADP, PFG ADVISORS, LLC

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Administrative cost history3
2024$77,244 · 0.33%
2023$66,337 · 0.34%
2022$62,204 · 0.32%
Same employer
Similar plansConstruction · Arizona
Haydon Companies, LLC AZ$33.7M · 0.30%
Haydon Building Corp AZ$29.4M · 0.32%
Willmeng Construction, Inc. AZ$25.0M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861001208 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.