Plan Ledger DOL Form 5500 · updated monthly

Boys & Girls Clubs of the Valley, Inc.Profit-sharing plan

BOYS & GIRLS CLUBS OF THE VALLEY, INC. RETIREMENT PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Boys & Girls Clubs of the Valley, Inc. reported $17,671 in plan administrative expenses for 2024: 0.30% of average plan assets, below the peer median. Employer contributions averaged $1,423 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 fell from 0.40% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Arizona (710th of 1,285), and 2,003rd of 3,341 in other services. In 2024, the employer put in $3.56 for every $1.00 employees contributed themselves; active participation has grown from 152 to 337 since 2022.

Plan summary
Net assets, end of year$7,089,747
Participants with balances443
Active participants337
Employer contributions$479,458
Employee contributions$134,713
Employer contribution per active participant$1,423
Average account balance$16,004
Benefits paid to participants$510,553
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 443 accts · $479K emplr
2023$4.8M · 194 accts · $397K emplr
2022$4.7M · 223 accts · $326K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,130
Investment management$15,541
Total administrative$17,671
Employer contributions to the Boys & Girls Clubs of the Valley, Inc. plan · 2024
Employer contribution per active participant$1,423
Median for plans this size$1,313
2024$1,423 per active participant
2023$2,296 per active participant
2022$2,147 per active participant

Boys & Girls Clubs of the Valley, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
PINNACLE PLAN DESIGN LLC · Contract administrator$11,040

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$17,671 · 0.30%
2023$27,716 · 0.58%
2022$21,320 · 0.40%
All plans at this employer2
BOYS & GIRLS CLUBS OF THE VALLEY, INC. RETIREMENT PLANProfit-sharing plan
BOYS & GIRLS CLUBS OF THE VALLEY, INC. 403(B) PLAN403(b)
Same employer
Similar plansOther Services · Arizona
Msr- Fsr, LLC AZ$7.3M · 0.48%
Kaizen Auto Care, LLC AZ$7.0M · 1.70%
Sonoran Schools AZ$6.5M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860550646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.