Plan Ledger DOL Form 5500 · updated monthly

Copper State Bolt & Nut Co., Inc.401(k)

COPPER STATE BOLT & NUT CO., INC. 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Copper State Bolt & Nut Co., Inc. reported $12,191 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,270 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 0.04% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 285th-largest of 1,285 plans among Arizona employers on file, and the 1,416th of 4,246 in wholesale trade. In 2024, employees put in $2.66 for every $1.00 the employer contributed; active participation has grown from 511 to 636 since 2022.

Plan summary
Net assets, end of year$28,525,445
Participants with balances801
Active participants636
Employer contributions$807,420
Employee contributions$2,145,196
Employer contribution per active participant$1,270
Average account balance$35,612
Benefits paid to participants$1,227,300
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.5M · 801 accts · $807K emplr
2023$24.5M · 733 accts · $622K emplr
2022$19.6M · 655 accts · $510K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,191
Total administrative$12,191
The Copper State Bolt & Nut Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,270
Median for plans this size$2,416
2024$1,270 per active participant
2023$1,126 per active participant
2022$998 per active participant

Copper State Bolt & Nut Co., Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$12,191

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$12,191 · 0.05%
2023$7,750 · 0.04%
2022$8,000 · 0.04%
Similar plansWholesale Trade · Arizona
Hensley & Company AZ$78.4M · 0.03%
Arizona Tile, L.L.C. AZ$53.9M · 0.16%
Capital Lumber Company AZ$48.8M · 0.33%
Varitec Solutions LLC AZ$28.4M · 0.11%
Awp, Inc. AZ$26.4M · 2.08%
Unical Aviation, Inc. AZ$22.6M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860263470 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.