Plan Ledger DOL Form 5500 · updated monthly

Beachfleischman PLLC401(k)

BEACHFLEISCHMAN, PLLC 401(K) PLAN · TUCSON, 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

Beachfleischman PLLC reported $162,435 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $9,990 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 0.332%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 183rd-largest of 1,285 plans among Arizona employers on file, and the 2,695th of 11,654 in professional & technical services. In 2024, the employer put in $1.12 for every $1.00 employees contributed themselves; active participation has grown from 186 to 219 since 2022.

Plan summary
Net assets, end of year$51,581,006
Participants with balances263
Active participants219
Employer contributions$2,187,907
Employee contributions$1,950,567
Employer contribution per active participant$9,990
Average account balance$196,125
Benefits paid to participants$2,843,823
Plan auditUnmodified (clean) audit opinion
AuditorWALLACE, PLESE & DREHER, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$51.6M · 263 accts · $2.2M emplr
2023$46.3M · 251 accts · $1.9M emplr
2022$41.5M · 229 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,413
Investment management$113,022
Total administrative$162,435
The Beachfleischman PLLC 401(k) match · 2024
Employer contribution per active participant$9,990
Median for plans this size$2,416
2024$9,990 per active participant
2023$9,396 per active participant
2022$10,244 per active participant

Beachfleischman PLLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
LINCOLN NATIONAL CORPORATION · Recordkeeping · Investment advisory (plan)$43,463
PINNACLE PENSION SERVICES · Recordkeeping · Consulting$5,950
MERRILL LYNCH · Investment advisory (plan) · Participant communication$113,022

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

Recordkeeper by year2
2024Lincoln Financial, PINNACLE PENSION SERVICES
2023Lincoln Financial, PINNACLE PENSION SERVICES

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$162,435 · 0.33%
2023$146,406 · 0.33%
2022$147,331 · 0.33%
Same employer
Similar plansProfessional & Technical Services · Arizona
Consumer Cellular Inc AZ$55.9M · 0.64%
Ineight Inc. AZ$53.0M · 0.11%
Exos AZ$49.5M · 0.47%
Telesoft, LLC dba Mdsl AZ$46.6M · 0.29%
Phoenix Logistics, LLC AZ$42.5M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860683059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.