Plan Ledger DOL Form 5500 · updated monthly

Greater Phoenix Urban League,401(k)

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GREATER PHOENIX URBAN LEAGUE, INC. · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Greater Phoenix Urban League, reported $2,151 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,203 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 0.03% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Arizona (875th of 1,285), and 2,417th of 3,341 in other services. In 2024, the employer put in $6.28 for every $1.00 employees contributed themselves; active participation has grown from 103 to 136 since 2022.

Plan summary
Net assets, end of year$4,335,704
Participants with balances203
Active participants136
Employer contributions$299,617
Employee contributions$47,672
Employer contribution per active participant$2,203
Average account balance$21,358
Benefits paid to participants$249,202
Plan auditUnmodified (clean) audit opinion
AuditorFESTER & CHAPMAN PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 203 accts · $300K emplr
2023$3.7M · 201 accts · $308K emplr
2022$3.1M · 164 accts · $225K emplr
The Greater Phoenix Urban League, 401(k) match · 2024
Employer contribution per active participant$2,203
Median for plans this size$1,313
2024$2,203 per active participant
2023$1,997 per active participant
2022$2,181 per active participant

Greater Phoenix Urban League,'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$3,077

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$2,151 · 0.05%
2023$1,803 · 0.05%
2022$1,007 · 0.03%
Similar plansOther Services · Arizona
Amity Foundation AZ$5.1M · 0.49%
Westminster Village, Inc. AZ$3.8M · 0.48%
Candelen, Inc. AZ$3.6M · 0.43%
Auto Brakes, Inc. AZ$3.6M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860124189 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.