Plan Ledger DOL Form 5500 · updated monthly

Make-A-Wish Foundation401(k)

MAKE-A-WISH FOUNDATION OF AMERICA 401(K) SAVINGS PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Make-A-Wish Foundation reported $81,115 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $3,443 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 0.13% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 337th-largest of 1,285 plans among Arizona employers on file, and the 962nd of 3,341 in other services. In 2024, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,575,573
Participants with balances278
Active participants236
Employer contributions$812,447
Employee contributions$1,604,240
Employer contribution per active participant$3,443
Average account balance$81,207
Benefits paid to participants$3,495,163
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.6M · 278 accts · $812K emplr
2023$20.4M · 295 accts · $707K emplr
2022$15.9M · 256 accts · $605K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,825
Investment management$41,290
Total administrative$81,115
The Make-A-Wish Foundation 401(k) match · 2024
Employer contribution per active participant$3,443
Median for plans this size$2,416
2024$3,443 per active participant
2023$3,230 per active participant
2022$2,774 per active participant

Make-A-Wish Foundation's 2024 employer contribution ran above the $2,416 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 · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$38,110
EMPOWER ADVISORY GROUP, LLC · Investment management$3,180

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$81,115 · 0.38%
2023$62,319 · 0.34%
2022$22,683 · 0.13%
Same employer
Similar plansOther Services · Arizona
Next Phase Enterprises, LLC AZ$27.5M · 0.21%
Bluum USA, Inc. AZ$24.6M · 0.25%
Food for the Hungry, Inc. AZ$18.4M · 0.28%
Worldatwork AZ$15.4M · 0.34%
Ipro Tech, LLC AZ$13.7M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860481941 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.