Plan Ledger DOL Form 5500 · updated monthly

Consumer Cellular Inc401(k)

CONSUMER CELLULAR INC 401(K) PROFIT SHARING PLAN & TRUST · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Consumer Cellular Inc reported $320,551 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,551 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 rose from 0.40% to 0.64%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 172nd-largest of 1,285 plans among Arizona employers on file, and the 2,520th of 11,654 in professional & technical services. In 2024, employees put in $1.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,948,307
Participants with balances1,613
Active participants2,594
Employer contributions$4,024,127
Employee contributions$5,583,560
Employer contribution per active participant$1,551
Average account balance$34,686
Benefits paid to participants$7,122,224
Plan auditUnmodified (clean) audit opinion
AuditorKUENZI & COMPANY LLC
Plan history3
Yearassets · accounts · employer contribution
2024$55.9M · 1,613 accts · $4.0M emplr
2023$44.9M · 1,676 accts · $3.2M emplr
2022$35.7M · 1,707 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$234,551
Investment management$53,238
Audit (IQPA)$32,762
Total administrative$320,551
The Consumer Cellular Inc 401(k) match · 2024
Employer contribution per active participant$1,551
Median for plans this size$3,635
2024$1,551 per active participant
2023$1,096 per active participant
2022$1,223 per active participant

Consumer Cellular Inc's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20244
ALDRICH WEALTH LIMITED PARTNERSHIP · Investment advisory (plan)$50,566
PRIME RETIREMENT SOLUTIONS LLC · Contract administrator$35,000
KUENZI & COMPANY LLC · Accounting / audit$32,762

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$320,551 · 0.64%
2023$263,680 · 0.65%
2022$152,455 · 0.40%
Same employer
Similar plansProfessional & Technical Services · Arizona
Fiduciary Wise, LLC AZ$75.7M · 0.71%
Osborn Maledon, P.A. AZ$59.3M · 0.17%
Ineight Inc. AZ$53.0M · 0.11%
Beachfleischman PLLC AZ$51.6M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931178435 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.