Plan Ledger DOL Form 5500 · updated monthly

Aztec Shops, LTD.403(b)

AZTEC SHOPS, LTD. RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
1.18%

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

Aztec Shops, LTD. reported $61,228 in plan administrative expenses for 2024: 1.18% of average plan assets, higher than ~75% of peers. Employer contributions averaged $371 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 0.93% to 1.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (6,825th of 9,483), and 2,467th of 3,091 in educational services. In 2024, employees put in $3.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,544,600
Participants with balances142
Active participants300
Employer contributions$111,213
Employee contributions$333,742
Employer contribution per active participant$371
Average account balance$39,046
Benefits paid to participants$356,824
Plan auditUnmodified (clean) audit opinion
AuditorWEWORSKI & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 142 accts · $111K emplr
2023$4.8M · 135 accts · $85K emplr
2022$4.1M · 131 accts · $96K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,672
Investment management$15,556
Total administrative$61,228
Employer contributions to the Aztec Shops, LTD. plan · 2024
Employer contribution per active participant$371
Median for plans this size$1,313
2024$371 per active participant
2023$240 per active participant
2022$315 per active participant

Aztec Shops, LTD.'s 2024 employer contribution ran below the $1,313 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.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$45,672
MORGAN STANLEY GLOBAL · Investment advisory (plan)$15,556

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$61,228 · 1.18%
2023$56,083 · 1.25%
2022$35,452 · 0.93%
Same employer
Similar plansEducational Services · California
Colorofchange.Org CA$5.9M · 0.94%
REMIND101, Inc. CA$5.5M · 0.25%
Reforge Inc CA$5.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 950516240 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.