Plan Ledger DOL Form 5500 · updated monthly

Effem Corporation401(k)

A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN · GILBERT, AZ · plan year 2023

Reported admin expense ratio · 2023
0.48%

Effem Corporation reported $27,956 in plan administrative expenses for 2023: 0.48% of average plan assets, below the peer median. 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 has held roughly steady near 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Arizona (751st of 1,285), and 1,383rd of 2,096 in real estate & leasing. In 2023, employees put in $3.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,407,212
Participants with balances133
Active participants0
Employer contributions$182,519
Employee contributions$610,754
Employer contribution per active participant—
Average account balance$48,175
Benefits paid to participants$580,845
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $1K emplr
2023$6.4M · 133 accts · $183K emplr
2022$5.2M · 121 accts · $90K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,264
Investment management$21,692
Total administrative$27,956
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$26,434
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$21,692

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$27,956 · 0.48%
2022$29,500 · 0.51%
Same employer
Similar plansReal Estate & Leasing · Arizona
Homesmart Services, LLC AZ$7.0M · 0.35%
Lessen, Inc. AZ$6.7M · 1.52%
Lge Corporation AZ$6.7M · 0.93%
Hsl Asset Management LLC AZ$6.3M · 1.23%
Realty One Group, Inc. AZ$5.9M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860250394 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.