Plan Ledger DOL Form 5500 · updated monthly

Core Machinery401(k)

CORE MACHINERY RETIREMENT SAVINGS PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Core Machinery reported $49,205 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $3,806 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.

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 414th-largest of 1,285 plans among Arizona employers on file, and 2,200th of 4,246 in wholesale trade. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,689,454
Participants with balances291
Active participants167
Employer contributions$635,647
Employee contributions$1,172,678
Employer contribution per active participant$3,806
Average account balance$57,352
Benefits paid to participants$4,162,830
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,205
Investment management$20,000
Total administrative$49,205
The Core Machinery 401(k) match · 2024
Employer contribution per active participant$3,806
Median for plans this size$2,416

Core Machinery'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.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,205
CONCURRENT INVESTMENT ADVISORS LLC · Investment advisory (plan)$20,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$49,205 · 0.30%
Same employer
Similar plansWholesale Trade · Arizona
Awp, Inc. AZ$26.4M · 2.08%
Unical Aviation, Inc. AZ$22.6M · 0.30%
Davidson's, Inc. AZ$18.2M · 0.06%
Road Machinery AZ$16.4M · 0.30%
Antigua Group, Inc. AZ$13.7M · 0.42%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 922115069 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.