Plan Ledger DOL Form 5500 · updated monthly

Moreno Baseball Companies, Inc.401(k)

ANGELS BASEBALL 401(K) RETIREMENT SAVINGS PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Moreno Baseball Companies, Inc. reported $47,071 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,516 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 3 years on file its reported administrative ratio has held roughly steady near 0.104%. 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 198th-largest of 1,285 plans among Arizona employers on file, and the 209th of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.28 for every $1.00 employees contributed themselves; active participation has grown from 289 to 357 since 2022.

Plan summary
Net assets, end of year$49,011,339
Participants with balances476
Active participants357
Employer contributions$3,040,130
Employee contributions$2,369,694
Employer contribution per active participant$8,516
Average account balance$102,965
Benefits paid to participants$3,849,257
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.0M · 476 accts · $3.0M emplr
2023$41.2M · 446 accts · $1.8M emplr
2022$33.4M · 420 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,159
Investment management$13,612
Audit (IQPA)$6,300
Total administrative$47,071
The Moreno Baseball Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$8,516
Median for plans this size$2,416
2024$8,516 per active participant
2023$5,716 per active participant
2022$3,668 per active participant

Moreno Baseball Companies, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20244
SAGEVIEW · Consulting$20,000
MARINER RETIREMENT ADVISORS LLC · Investment advisory (plan)$13,612
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,159
MOSS ADAMS LLP · Accounting / audit$6,300

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$47,071 · 0.10%
2023$15,302 · 0.04%
2022$37,346 · 0.10%
Same employer
Similar plansArts, Entertainment & Recreation · Arizona
Azpb Limited Partnership AZ$60.3M · 0.13%
Suns Legacy Partners AZ$41.8M · 0.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 050564428 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.