Plan Ledger DOL Form 5500 · updated monthly

G.D. Barri & Associates, Inc.401(k)

G.D. BARRI & ASSOCIATES, INC. 401(K) PLAN · PEORIA, AZ · plan year 2022

Reported admin expense ratio · 2022
0.06%

G.D. Barri & Associates, Inc. reported $1,893 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. 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 administrative & support services employers. By assets it is among the smaller plans on file in Arizona (939th of 1,285), and 1,667th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$3,444,495
Participants with balances69
Active participants198
Employer contributions—
Employee contributions$880,412
Employer contribution per active participant—
Average account balance$49,920
Benefits paid to participants$48,430
Plan auditDisclaimer of opinion
AuditorMANSPERGER PATTERSON & MCMULLIN, PL
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,893
Total administrative$1,893
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$1,893 · 0.06%
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Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 860648322 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.