Plan Ledger DOL Form 5500 · updated monthly

Ffec Wealth Partners, LLC401(k)

FFEC WEALTH PARTNERS, LLC 401(K) PLAN · SCOTTSDALE, AZ · plan year 2022

Reported admin expense ratio · 2022
0.26%

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

Ffec Wealth Partners, LLC reported $16,594 in plan administrative expenses for 2022: 0.26% of average plan assets, below the peer median. Employer contributions averaged $80 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Arizona (913th of 1,285), and 4,532nd of 4,798 in finance & insurance. In 2022, employees put in $264.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,841,118
Participants with balances38
Active participants30
Employer contributions$2,413
Employee contributions$638,681
Employer contribution per active participant$80
Average account balance$101,082
Benefits paid to participants$4,186,954
Plan auditUnmodified (clean) audit opinion
The Ffec Wealth Partners, LLC 401(k) match · 2022
Employer contribution per active participant$80
Median for plans this size$1,114

Ffec Wealth Partners, LLC's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$16,594 · 0.26%
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Geneva Financial, LLC AZ$5.3M · 0.33%
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Fiduciary Wise, LLC AZ$3.2M · 1.37%
Enterprise Bank & Trust AZ$2.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860511639 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.