Plan Ledger DOL Form 5500 · updated monthly

Mountain Management Group LLC401(k)

MOUNTAIN MANAGEMENT GROUP LLC 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Mountain Management Group LLC reported $2,296 in plan administrative expenses for 2024: 0.73% of average plan assets, below the peer median. Employer contributions averaged $425 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 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (1,238th of 1,285), and 11,561st of 11,911 in health care & social assistance. In 2024, employees put in $2.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$316,666
Participants with balances193
Active participants214
Employer contributions$90,871
Employee contributions$250,573
Employer contribution per active participant$425
Average account balance$1,641
Benefits paid to participants$15,799
Plan auditUnmodified (clean) audit opinion
AuditorEVERS LOPEZ LTD.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,296
Total administrative$2,296
The Mountain Management Group LLC 401(k) match · 2024
Employer contribution per active participant$425
Median for plans this size$540

Mountain Management Group LLC's 2024 employer contribution ran below the $540 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.

Administrative cost history1
2024$2,296 · 0.73%
Similar plansHealth Care & Social Assistance · Arizona
Ohana Family Homes, LLC. AZ$359K · 1.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 881154118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.