Plan Ledger DOL Form 5500 · updated monthly

Franklin D. Azar & Associates P.C.401(k)

FRANKLIN D. AZAR & ASSOCIATES P.C. 401K PLAN · AURORA, CO · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Franklin D. Azar & Associates P.C. reported $9,500 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 fell from 0.18% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (928th of 1,461), and 9,023rd of 11,654 in professional & technical services. active participation has grown from 182 to 219 since 2022.

Plan summary
Net assets, end of year$7,063,347
Participants with balances194
Active participants219
Employer contributions$0
Employee contributions$899,549
Employer contribution per active participant$0
Average account balance$36,409
Benefits paid to participants$388,907
Plan auditUnmodified (clean) audit opinion
AuditorROYLE VAZQUEZ LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 194 accts
2023$5.7M · 157 accts
2022$5.1M · 145 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,643
Investment management$6,857
Total administrative$9,500
The Franklin D. Azar & Associates P.C. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Franklin D. Azar & Associates P.C.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$3,318
RT JONES CAPITAL EQUITIES MGMT INC · Investment advisory (participants) · Investment advisory (plan)$6,857

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$9,500 · 0.15%
2023$7,075 · 0.13%
2022$10,271 · 0.18%
Same employer
Similar plansProfessional & Technical Services · Colorado
Efolder, Inc. CO$7.7M · 0.50%
Egg Strategy, Inc. CO$7.2M · 0.40%
Simpro Software Limited CO$7.0M · 0.11%
Idol Minds, LLC CO$6.6M · 0.61%
Hdnet, LLC CO$6.6M · 0.61%
Cybergrx, Inc. CO$6.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841563615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.