Plan Ledger DOL Form 5500 · updated monthly

Cubex LLC401(k)

CUBEX LLC 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Cubex LLC reported $39,088 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $4,330 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 0.35% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Arizona (768th of 1,285), and 9,391st of 11,654 in professional & technical services. In 2024, employees put in $1.63 for every $1.00 the employer contributed; active participation has grown from 74 to 98 since 2022.

Plan summary
Net assets, end of year$6,016,317
Participants with balances122
Active participants98
Employer contributions$424,369
Employee contributions$692,982
Employer contribution per active participant$4,330
Average account balance$49,314
Benefits paid to participants$635,324
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 122 accts · $424K emplr
2023$4.8M · 216 accts · $655K emplr
2022$3.3M · 223 accts · $222K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,275
Investment management$24,144
Trustee / custodial$3,669
Total administrative$39,088
The Cubex LLC 401(k) match · 2024
Employer contribution per active participant$4,330
Median for plans this size$1,313
2024$4,330 per active participant
2023$7,278 per active participant
2022$2,996 per active participant

Cubex LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20242
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$14,945
BRIGHTON JONES, LLC · Investment advisory (participants) · Investment advisory (plan)$24,144

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

Recordkeeper by year2
2024Alerus
2023Alerus, Ameritas

This plan has changed recordkeepers within these filings. If you left Cubex LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$39,088 · 0.72%
2023$18,170 · 0.45%
2022$11,684 · 0.35%
Same employer
Similar plansProfessional & Technical Services · Arizona
Magnus Title Agency LLC AZ$6.2M · 0.74%
Tbconsulting, L.L.C AZ$6.1M · 0.48%
Anju Software, Inc. AZ$5.9M · 0.56%
Aspen Group, Inc. AZ$5.7M · 1.76%
Virtra, Inc. AZ$5.7M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900713894 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.