Plan Ledger DOL Form 5500 · updated monthly

Driggs Title Agency, Inc.401(k)

DRIGGS TITLE AGENCY 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Driggs Title Agency, Inc. reported $31,146 in plan administrative expenses for 2024: 0.71% of average plan assets, above the peer median. Employer contributions averaged $697 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 3 years on file its reported administrative ratio has held roughly steady near 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Arizona (864th of 1,285), and 1,564th of 2,096 in real estate & leasing. In 2024, employees put in $7.02 for every $1.00 the employer contributed; active participation has shrunk from 165 to 117 since 2022.

Plan summary
Net assets, end of year$4,604,225
Participants with balances136
Active participants117
Employer contributions$81,517
Employee contributions$571,965
Employer contribution per active participant$697
Average account balance$33,855
Benefits paid to participants$783,239
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 136 accts · $82K emplr
2023$4.2M · 206 accts · $94K emplr
2022$4.6M · 189 accts · $157K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,456
Investment management$11,690
Total administrative$31,146
The Driggs Title Agency, Inc. 401(k) match · 2024
Employer contribution per active participant$697
Median for plans this size$1,313
2024$697 per active participant
2023$681 per active participant
2022$950 per active participant

Driggs Title Agency, Inc.'s 2024 employer contribution ran below the $1,313 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
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping · Investment advisory (participants)$20,690
UNITED PLANNERS FNCL SVCS OF AMERIC · Recordkeeping · Trustee$10,455

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

Recordkeeper by year2
2024John Hancock, UNITED PLANNERS FNCL SVCS OF AMERIC
2023John Hancock, UNITED PLANNERS FNCL SVCS OF AMERIC

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Administrative cost history3
2024$31,146 · 0.71%
2023$30,345 · 0.69%
2022$36,519 · 0.74%
Same employer
Similar plansReal Estate & Leasing · Arizona
Mainstay Labs Inc. AZ$5.2M · 0.02%
Pillar Communities, LLC AZ$4.8M · 0.86%
Rise, Inc. AZ$4.5M · 1.46%
Inspire Communities, LLC AZ$4.0M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260713630 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.