Plan Ledger DOL Form 5500 · updated monthly

Freebird Desert Mountain Company, LLC401(k)

PELLA WINDOWS & DOORS MOUNTAIN WEST 401(K) RETIREMENT SAVINGS PLAN · GILBERT, AZ · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Freebird Desert Mountain Company, LLC reported $57,729 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $781 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 0.98% to 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 563rd-largest of 1,285 plans among Arizona employers on file, and the 2,501st of 5,215 in retail trade. In 2024, employees put in $9.89 for every $1.00 the employer contributed; active participation has shrunk from 177 to 141 since 2022.

Plan summary
Net assets, end of year$10,726,376
Participants with balances165
Active participants141
Employer contributions$110,164
Employee contributions$1,089,522
Employer contribution per active participant$781
Average account balance$65,008
Benefits paid to participants$1,384,454
Plan auditUnmodified (clean) audit opinion
AuditorABDO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 165 accts · $110K emplr
2023$9.6M · 176 accts · $129K emplr
2022$8.1M · 188 accts · $116K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,995
Investment management$29,734
Total administrative$57,729
The Freebird Desert Mountain Company, LLC 401(k) match · 2024
Employer contribution per active participant$781
Median for plans this size$2,416
2024$781 per active participant
2023$883 per active participant
2022$654 per active participant

Freebird Desert Mountain Company, LLC's 2024 employer contribution ran below the $2,416 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
CREATIVE PLANNING HOLDCO LLC DBA CR · Investment advisory (plan)$29,734

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$57,729 · 0.57%
2023$55,302 · 0.62%
2022$82,453 · 0.98%
Same employer
Similar plansRetail Trade · Arizona
Western Tire Centers, Inc. AZ$12.2M · 0.39%
Cbc Group, Inc. AZ$9.7M · 0.55%
Macpie, LLC AZ$9.6M · 0.68%
Rowe Enterprises, Inc. AZ$9.6M · 0.35%
Watson Chevrolet, Inc. AZ$9.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464337981 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.