Plan Ledger DOL Form 5500 · updated monthly

Gtm Arizona, LLC401(k)

GTM 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
1.51%

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

Gtm Arizona, LLC reported $21,916 in plan administrative expenses for 2024: 1.51% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,176 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 0.77% to 1.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Arizona (1,086th of 1,285), and 826th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has shrunk from 335 to 189 since 2022.

Plan summary
Net assets, end of year$1,725,316
Participants with balances188
Active participants189
Employer contributions$222,263
Employee contributions$319,603
Employer contribution per active participant$1,176
Average account balance$9,177
Benefits paid to participants$143,104
Plan auditUnmodified (clean) audit opinion
AuditorPRICE KONG & CO, C.P.A.'S, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$1.7M · 188 accts · $222K emplr
2023$1.2M · 177 accts · $252K emplr
2022$485K · 164 accts · $190K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,916
Total administrative$21,916
The Gtm Arizona, LLC 401(k) match · 2024
Employer contribution per active participant$1,176
Median for plans this size$1,313
2024$1,176 per active participant
2023$1,333 per active participant
2022$568 per active participant

Gtm Arizona, LLC's 2024 employer contribution ran below 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
PCS RETIREMENT LLC · Claims processing · Consulting$21,916

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

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

Administrative cost history3
2024$21,916 · 1.51%
2023$14,393 · 1.74%
2022$3,713 · 0.77%
Similar plansAgriculture, Forestry & Fishing · Arizona
Sender, Inc. AZ$4.6M · 0.37%
Datepac, LLC AZ$4.1M · 0.81%
Shamrock Farms Company AZ$2.4M · 0.48%
Fondomonte Arizona, LLC AZ$1.6M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813669730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.