Plan Ledger DOL Form 5500 · updated monthly

Chasse Building Team, Inc.401(k)

CHASSE BUILDING TEAM, INC. 401(K) PROFIT SHARING PLAN · TEMPE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Chasse Building Team, Inc. reported $89,742 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $8,035 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 0.44% to 0.35%. 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 278th-largest of 1,285 plans among Arizona employers on file, and the 4,225th of 11,654 in professional & technical services. In 2024, employees put in $1.25 for every $1.00 the employer contributed; active participation has grown from 204 to 267 since 2022.

Plan summary
Net assets, end of year$29,539,232
Participants with balances283
Active participants267
Employer contributions$2,145,247
Employee contributions$2,673,343
Employer contribution per active participant$8,035
Average account balance$104,379
Benefits paid to participants$1,279,003
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.5M · 283 accts · $2.1M emplr
2023$22.1M · 256 accts · $1.2M emplr
2022$16.6M · 228 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,742
Investment management$50,000
Total administrative$89,742
The Chasse Building Team, Inc. 401(k) match · 2024
Employer contribution per active participant$8,035
Median for plans this size$2,416
2024$8,035 per active participant
2023$5,461 per active participant
2022$5,738 per active participant

Chasse Building Team, Inc.'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 · 20242
MERCER GLOBAL ADVISORS INC · Investment advisory (plan)$50,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$39,742

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$89,742 · 0.35%
2023$75,008 · 0.39%
2022$74,544 · 0.44%
Same employer
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Cyracom International, Inc. AZ$28.4M · 0.79%
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Source: U.S. Department of Labor, Form 5500 series, EIN 260807763 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.