Plan Ledger DOL Form 5500 · updated monthly

Commission on Accreditation of Rehabilitation Facilities403(b)

CARF 403(B) PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.49%

Commission on Accreditation of Rehabilitation Facilities reported $43,869 in plan administrative expenses for 2024: 0.49% of average plan assets, below 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 3 years on file its reported administrative ratio has held roughly steady near 0.49%. 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 the 602nd-largest of 1,285 plans among Arizona employers on file, and 1,690th of 3,341 in other services.

Plan summary
Net assets, end of year$9,660,401
Participants with balances120
Active participants146
Employer contributions—
Employee contributions$704,502
Employer contribution per active participant—
Average account balance$80,503
Benefits paid to participants$647,218
Plan auditUnmodified (clean) audit opinion
AuditorREGIER CARR & MONROE, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 120 accts
2023$8.4M · 120 accts
2022$6.8M · 114 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,869
Total administrative$43,869
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$45,950
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect comp

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$43,869 · 0.49%
2023$41,071 · 0.54%
2022$37,027 · 0.51%
Same employer
Similar plansOther Services · Arizona
Proteor USA, LLC AZ$10.3M · 0.53%
The Arizona Humane Society AZ$10.0M · 1.11%
Thermo King West, Inc. AZ$10.0M · 0.55%
Scottsdale Bible Church AZ$10.0M · 0.64%
Ammo Inc AZ$9.2M · 1.06%
Open Loop Energy, Inc. AZ$9.1M · 0.82%
Dbsi, Inc. AZ$9.1M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 366149979 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.