Plan Ledger DOL Form 5500 · updated monthly

Mirabel Golf Club, Inc.401(k)

MIRABEL GOLF CLUB INC 401(K) PROFIT SHARING PLAN AND TRUST · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.86%

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

Mirabel Golf Club, Inc. reported $24,533 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,120 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 0.76% to 0.86%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Arizona (977th of 1,285), and 1,069th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.44 for every $1.00 the employer contributed; active participation has grown from 87 to 103 since 2022.

Plan summary
Net assets, end of year$3,023,201
Participants with balances146
Active participants103
Employer contributions$115,383
Employee contributions$281,160
Employer contribution per active participant$1,120
Average account balance$20,707
Benefits paid to participants$365,526
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 146 accts · $115K emplr
2023$2.7M · 187 accts · $128K emplr
2022$2.2M · 154 accts · $111K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,147
Investment management$14,386
Total administrative$24,533
The Mirabel Golf Club, Inc. 401(k) match · 2024
Employer contribution per active participant$1,120
Median for plans this size$1,313
2024$1,120 per active participant
2023$1,473 per active participant
2022$1,276 per active participant

Mirabel Golf Club, Inc.'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 · 20243
ARCWOOD FINANCIAL LLC · Investment advisory (plan)$13,974
EMPOWER ADVISORY GROUP, LLC · Investment management$412

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$24,533 · 0.86%
2023$19,508 · 0.79%
2022$17,096 · 0.76%
Similar plansArts, Entertainment & Recreation · Arizona
Phoenix Art Museum AZ$3.9M · 0.09%
Arizona Science Center AZ$3.1M · 1.25%
The Silverleaf Club LLC AZ$2.8M · 0.87%
Strength Training, Inc. AZ$981K · 1.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861025749 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.