Plan Ledger DOL Form 5500 · updated monthly

Forever Resorts, L.L.C401(k)

FOREVER RESORTS, L. L. C PROFIT SHARING AND 401(K) PLAN · SCOTTSDALE, AZ · plan year 2022

Reported admin expense ratio · 2022
0.10%

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

Forever Resorts, L.L.C reported $25,206 in plan administrative expenses for 2022: 0.10% of average plan assets, below the peer median. Employer contributions averaged $3,218 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 363rd-largest of 1,285 plans among Arizona employers on file, and the 296th of 2,240 in accommodation & food services. In 2022, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,587,522
Participants with balances292
Active participants48
Employer contributions$154,448
Employee contributions$234,885
Employer contribution per active participant$3,218
Average account balance$70,505
Benefits paid to participants$6,327,630
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $14K emplr
2022$20.6M · 292 accts · $154K emplr
The Forever Resorts, L.L.C 401(k) match · 2022
Employer contribution per active participant$3,218
Median for plans this size$2,266
2023$2,292 per active participant
2022$3,218 per active participant

Forever Resorts, L.L.C's 2022 employer contribution ran above the $2,266 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 history2
2023Not separately reported
2022$25,206 · 0.10%
Similar plansAccommodation & Food Services · Arizona
Kahala Brands, Inc. AZ$32.9M · 0.20%
Desert de Oro Foods, Inc. AZ$21.6M · 0.81%
Mjb Pizza, Inc. AZ$9.8M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860848519 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.