Plan Ledger DOL Form 5500 · updated monthly

Humane Society of Southern Arizona401(k)

HUMANE SOCIETY OF SOUTHERN ARIZONA 401(K) PLAN · TUCSON, AZ · plan year 2022

Reported admin expense ratio · 2022
0.72%

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

Humane Society of Southern Arizona reported $6,874 in plan administrative expenses for 2022: 0.72% of average plan assets, below the peer median. Employer contributions averaged $374 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Arizona (1,158th of 1,285), and 3,088th of 3,341 in other services. In 2022, employees put in $3.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$935,519
Participants with balances56
Active participants116
Employer contributions$43,337
Employee contributions$145,661
Employer contribution per active participant$374
Average account balance$16,706
Benefits paid to participants$28,360
Plan auditUnmodified (clean) audit opinion
AuditorLUDWIG KLEWER & RUDNER PLLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,874
Total administrative$6,874
The Humane Society of Southern Arizona 401(k) match · 2022
Employer contribution per active participant$374
Median for plans this size$331

Humane Society of Southern Arizona's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,874 · 0.72%
Similar plansOther Services · Arizona
Aallgroup Southwest AZ$1.1M · 1.33%
Turnbull Law Group LLC AZ$940K · 1.86%
Mi Familia Vota AZ$851K · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860112798 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.