Plan Ledger DOL Form 5500 · updated monthly

Finley Distributing Co., LLC401(k)

FINLEY DISTRIBUTING CO., LLC 401(K) PROFIT SHARING PLAN · TUCSON, AZ · plan year 2022

Reported admin expense ratio · 2022
0.12%

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

Finley Distributing Co., LLC reported $11,742 in plan administrative expenses for 2022: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $792 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 wholesale trade employers. By assets it is the 627th-largest of 1,285 plans among Arizona employers on file, and 3,063rd of 4,246 in wholesale trade. In 2022, employees put in $2.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,971,079
Participants with balances98
Active participants160
Employer contributions$126,719
Employee contributions$338,502
Employer contribution per active participant$792
Average account balance$91,542
Benefits paid to participants$257,999
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,742
Total administrative$11,742
The Finley Distributing Co., LLC 401(k) match · 2022
Employer contribution per active participant$792
Median for plans this size$1,114

Finley Distributing Co., LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$11,742 · 0.12%
Same employer
Similar plansWholesale Trade · Arizona
Road Machinery AZ$16.4M · 0.30%
Antigua Group, Inc. AZ$13.7M · 0.42%
Metro Fire Equipment AZ$7.8M · 0.01%
Arizona Partsmaster, LLC AZ$7.0M · 0.70%
Longust Distributing, LLC AZ$6.6M · 0.40%
Arizona Fasteners Corp AZ$6.3M · 1.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383784995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.