Plan Ledger DOL Form 5500 · updated monthly

Harkins Administrative Services, Inc.401(k)

HARKINS ADMINISTRATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Harkins Administrative Services, Inc. reported $56,806 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $990 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 0.21% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 199th-largest of 1,285 plans among Arizona employers on file, and the 210th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,907,623
Participants with balances756
Active participants1,449
Employer contributions$1,434,170
Employee contributions$1,837,063
Employer contribution per active participant$990
Average account balance$64,693
Benefits paid to participants$5,235,788
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.9M · 756 accts · $1.4M emplr
2023$44.4M · 777 accts · $1.5M emplr
2022$36.1M · 800 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,227
Investment management$1,016
Audit (IQPA)$26,563
Total administrative$56,806
The Harkins Administrative Services, Inc. 401(k) match · 2024
Employer contribution per active participant$990
Median for plans this size$2,416
2024$990 per active participant
2023$953 per active participant
2022$1,005 per active participant

Harkins Administrative Services, Inc.'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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$89,957
BOK FINANCIAL · Accounting / audit$26,563

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Harkins Administrative Services, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$56,806 · 0.12%
2023$73,656 · 0.18%
2022$82,797 · 0.21%
Same employer
Similar plansArts, Entertainment & Recreation · Arizona
Azpb Limited Partnership AZ$60.3M · 0.13%
Suns Legacy Partners AZ$41.8M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 331078669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.