Plan Ledger DOL Form 5500 · updated monthly

Fertilizer Company of Arizona, Inc.401(k)

FERTILIZER COMPANY OF ARIZONA, INC. 401(K) PROFIT SHARING PLAN · CASA GRANDE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Fertilizer Company of Arizona, Inc. reported $71,067 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $7,682 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 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 365th-largest of 1,285 plans among Arizona employers on file, and the 5,849th of 13,661 in manufacturing. In 2024, employees put in $1.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,446,705
Participants with balances169
Active participants152
Employer contributions$1,167,619
Employee contributions$1,304,974
Employer contribution per active participant$7,682
Average account balance$120,986
Benefits paid to participants$1,150,630
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.4M · 169 accts · $1.2M emplr
2023$17.1M · 182 accts · $470K emplr
2022$15.5M · 159 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,159
Investment management$36,908
Total administrative$71,067
The Fertilizer Company of Arizona, Inc. 401(k) match · 2024
Employer contribution per active participant$7,682
Median for plans this size$2,416
2024$7,682 per active participant
2023$2,959 per active participant

Fertilizer Company of Arizona, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$34,159
AMERIPRISE FINANCIAL · Investment advisory (plan)$19,210
AMERIPRISE FINANCIAL SER · Investment advisory (plan)$17,698

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$71,067 · 0.38%
2023$60,069 · 0.37%
2022$62,088 · 0.35%
Same employer
Similar plansManufacturing · Arizona
Bingham Equipment Company AZ$22.0M · 0.51%
Rockford Corporation AZ$21.9M · 0.08%
Knox Associates, Inc. AZ$21.2M · 0.32%
Head USA, Inc. AZ$19.7M · 0.26%
Southwest Microwave, Inc. AZ$18.4M · 0.48%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 860387929 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.