Plan Ledger DOL Form 5500 · updated monthly

Pitchfork Partners, LLC401(k)

PITCHFORK PARTNERS, LLC DBA SONORAN ROOTS RETIREMENT SAVINGS · TEMPE, AZ · plan year 2024

Reported admin expense ratio · 2024
2.52%

Pitchfork Partners, LLC reported $10,712 in plan administrative expenses for 2024: 2.52% of average plan assets, higher than ~75% of peers. 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 1 year on file its reported administrative ratio rose from 1.82% to 2.52%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Arizona (1,202nd of 1,285), and 11,399th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$576,492
Participants with balances241
Active participants178
Employer contributions—
Employee contributions$261,641
Employer contribution per active participant—
Average account balance$2,392
Benefits paid to participants$34,174
Plan auditUnmodified (clean) audit opinion
AuditorPRICE KONG & CO., C.P.A.S, P.A.
Plan history2
Yearassets · accounts · employer contribution
2024$576K · 241 accts
2023$275K · 173 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,400
Investment management$312
Total administrative$10,712
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 · 20241
SLAVIC INTEGRATED ADMINISTRATION · Recordkeeping · Loan processing$10,400

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Slavic401k
2023Slavic401k

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$10,712 · 2.52%
2023$5,007 · 1.82%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 832196065 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.