Plan Ledger DOL Form 5500 · updated monthly

Central Arizona Shelter Services, IncDC plan

403(B) THRIFT PLAN OF CENTRAL ARIZONA SHELTER SERVICES, INC. · PHOENIX, AZ · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

Central Arizona Shelter Services, Inc reported $569 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,236 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (1,146th of 1,285), and 10,872nd of 11,911 in health care & social assistance. In 2022, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,044,079
Participants with balances117
Active participants76
Employer contributions$93,909
Employee contributions$204,146
Employer contribution per active participant$1,236
Average account balance$8,924
Benefits paid to participants$139,814
Plan auditUnmodified (clean) audit opinion
AuditorSNYDER & BROWN, CPAS, PLLC
Employer contributions to the Central Arizona Shelter Services, Inc plan · 2022
Employer contribution per active participant$1,236
Median for plans this size$1,114

Central Arizona Shelter Services, Inc's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$569 · 0.05%
Similar plansHealth Care & Social Assistance · Arizona
Creative Care, Inc. AZ$1.2M · 1.13%
S.E.E.K. Arizona, LLC AZ$957K · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860500753 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.