Plan Ledger DOL Form 5500 · updated monthly

Consultant Engineering, Inc.401(k)

CONSULTANT ENGINEERING, INC. 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Consultant Engineering, Inc. reported $6,885 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,776 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 0.04% to 0.03%. 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 309th-largest of 1,285 plans among Arizona employers on file, and the 4,616th of 11,654 in professional & technical services. In 2024, employees put in $2.19 for every $1.00 the employer contributed; active participation has grown from 277 to 343 since 2022.

Plan summary
Net assets, end of year$26,027,720
Participants with balances379
Active participants343
Employer contributions$952,271
Employee contributions$2,087,042
Employer contribution per active participant$2,776
Average account balance$68,675
Benefits paid to participants$1,214,768
Plan auditUnmodified (clean) audit opinion
AuditorBEACHFLEISCHMAN PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$26.0M · 379 accts · $952K emplr
2023$21.1M · 337 accts · $794K emplr
2022$16.8M · 300 accts · $537K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,885
Total administrative$6,885
The Consultant Engineering, Inc. 401(k) match · 2024
Employer contribution per active participant$2,776
Median for plans this size$2,416
2024$2,776 per active participant
2023$2,587 per active participant
2022$1,937 per active participant

Consultant Engineering, Inc.'s 2024 employer contribution ran above the $2,416 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.

Administrative cost history3
2024$6,885 · 0.03%
2023$6,060 · 0.03%
2022$6,860 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Arizona
Eps Group, Inc. AZ$26.9M · 0.40%
Westland Resources, Inc. AZ$26.7M · 0.00%
Critical Path Institute AZ$26.1M · 0.01%
Unicon, Inc. AZ$25.9M · 0.24%
Cps, Inc. AZ$23.7M · 0.63%
Rider Levett Bucknall LTD AZ$23.5M · 0.01%
Simpleview AZ$22.5M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860821774 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.