Plan Ledger DOL Form 5500 · updated monthly

Geddes and Company401(k)

GEDDES AND COMPANY PROFIT SHARING THRIFT PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Geddes and Company reported $11,467 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,233 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 rose from 0.09% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 564th-largest of 1,285 plans among Arizona employers on file, and 7,781st of 11,654 in professional & technical services. In 2024, employees put in $4.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,686,795
Participants with balances112
Active participants121
Employer contributions$149,222
Employee contributions$609,415
Employer contribution per active participant$1,233
Average account balance$95,418
Benefits paid to participants$966,102
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 112 accts · $149K emplr
2023$9.6M · 107 accts · $141K emplr
2022$8.1M · 112 accts · $139K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,275
Total administrative$11,467
The Geddes and Company 401(k) match · 2024
Employer contribution per active participant$1,233
Median for plans this size$2,416
2024$1,233 per active participant
2023$1,215 per active participant
2022$1,082 per active participant

Geddes and Company'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
COE & VAN LOO CONSULTANTS INC DBA C$10,192
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$1,275

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$11,467 · 0.11%
2023$16,127 · 0.18%
2022$7,433 · 0.09%
Similar plansProfessional & Technical Services · Arizona
Act LLC AZ$11.0M · 0.66%
Integratecom Inc AZ$10.8M · 0.27%
Sion Power Corporation AZ$10.8M · 0.16%
Vermeer Mountain West Inc AZ$10.6M · 0.72%
Apriva, LLC AZ$10.4M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860358045 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.