Plan Ledger DOL Form 5500 · updated monthly

Planetary Science Institute403(b)

PLANETARY SCIENCE INSTITUTE 403(B) DC AND TDA PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Planetary Science Institute reported $121 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,617 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 0.000% to 0.000%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 252nd-largest of 1,285 plans among Arizona employers on file, and the 3,734th of 11,654 in professional & technical services. In 2024, the employer put in $2.20 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$34,522,156
Participants with balances170
Active participants155
Employer contributions$1,180,617
Employee contributions$535,488
Employer contribution per active participant$7,617
Average account balance$203,072
Benefits paid to participants$599,599
Plan auditUnmodified (clean) audit opinion
AuditorKEEGAN LINSCOTT & ASSOCIATES, PC
Plan history3
Yearassets · accounts · employer contribution
2024$34.5M · 170 accts · $1.2M emplr
2023$29.0M · 167 accts · $1.2M emplr
2022$24.2M · 162 accts · $1.2M emplr
Employer contributions to the Planetary Science Institute plan · 2024
Employer contribution per active participant$7,617
Median for plans this size$2,416
2024$7,617 per active participant
2023$8,027 per active participant
2022$8,153 per active participant

Planetary Science Institute'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.

Administrative cost history3
2024$121 · 0.00%
2023$75 · 0.00%
2022$50 · 0.00%
Similar plansProfessional & Technical Services · Arizona
Gha Technologies, Inc. AZ$38.7M · 0.13%
Asi Operations LLC AZ$37.7M · 0.11%
Tiffany & Bosco, P.A. AZ$32.7M · 0.22%
Aam. LLC AZ$32.4M · 0.28%
Stach & Liu, LLC AZ$29.7M · 0.10%
Chasse Building Team, Inc. AZ$29.5M · 0.35%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 330175263 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.