Plan Ledger DOL Form 5500 · updated monthly

Martinez Management , Inc.401(k)

MARTINEZ EMPLOYEES' 401(K) PLAN · PINETOP, AZ · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Martinez Management , Inc. reported $1,722 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,225 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Arizona (1,093rd of 1,285), and 1,528th of 2,240 in accommodation & food services. In 2022, employees put in $1.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,641,181
Participants with balances82
Active participants96
Employer contributions$117,571
Employee contributions$133,919
Employer contribution per active participant$1,225
Average account balance$20,014
Benefits paid to participants$696,712
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,722
Total administrative$1,722
The Martinez Management , Inc. 401(k) match · 2022
Employer contribution per active participant$1,225
Median for plans this size$1,114

Martinez Management , Inc.'s 2022 employer contribution ran above the $1,114 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$1,722 · 0.08%
Similar plansAccommodation & Food Services · Arizona
Square One Concepts, Inc. AZ$1.8M · 2.73%
Restaurant Concepts, Inc. AZ$1.3M · 1.29%
Laird Management, LLC AZ$1.2M · 1.77%
Spinato's Pizzeria AZ$1.1M · 1.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860689353 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.