Plan Ledger DOL Form 5500 · updated monthly

Central Arizona Auto Group401(k)

CENTRAL ARIZONA AUTO GROUP 401(K) PLAN · MESA, AZ · plan year 2024

Reported admin expense ratio · 2024
1.97%

Central Arizona Auto Group reported $13,245 in plan administrative expenses for 2024: 1.97% of average plan assets, above the peer median. 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 2.82% to 1.97%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Arizona (1,176th of 1,285), and 3,113th of 3,341 in other services. active participation has grown from 150 to 218 since 2022.

Plan summary
Net assets, end of year$791,511
Participants with balances239
Active participants218
Employer contributions—
Employee contributions$382,284
Employer contribution per active participant—
Average account balance$3,312
Benefits paid to participants$218,061
Plan auditUnmodified (clean) audit opinion
AuditorWALLACE PLESE & DREHER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$792K · 239 accts
2023$554K · 226 accts
2022$371K · 194 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,245
Total administrative$13,245
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 · 20241
ADP, INC. · Recordkeeping · Investment advisory (participants)$13,244

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
2023ADP

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

Administrative cost history3
2024$13,245 · 1.97%
2023$11,240 · 2.43%
2022$9,797 · 2.82%
Similar plansOther Services · Arizona
Aallgroup Southwest AZ$1.1M · 1.33%
Turnbull Law Group LLC AZ$940K · 1.86%
Mi Familia Vota AZ$851K · 0.17%
Oliverio Clips Inc AZ$564K · 2.04%
Gap Ministries AZ$530K · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832681548 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.