Plan Ledger DOL Form 5500 · updated monthly

Pluto Acquisition Opco LLC401(k)

PLUTO ACQUISITION OPCO LLC 401(K) PROFIT SHARING PLAN & TRUST · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Pluto Acquisition Opco LLC reported $36,177 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $1,328 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 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Arizona (788th of 1,285), and 9,526th of 11,654 in professional & technical services. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has shrunk from 479 to 401 since 2022.

Plan summary
Net assets, end of year$5,662,823
Participants with balances271
Active participants401
Employer contributions$532,601
Employee contributions$970,672
Employer contribution per active participant$1,328
Average account balance$20,896
Benefits paid to participants$1,176,093
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 271 accts · $533K emplr
2023$4.6M · 261 accts · $550K emplr
2022$2.3M · 274 accts · $447K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,595
Investment management$12,722
Trustee / custodial$860
Total administrative$36,177
The Pluto Acquisition Opco LLC 401(k) match · 2024
Employer contribution per active participant$1,328
Median for plans this size$1,313
2024$1,328 per active participant
2023$1,151 per active participant
2022$933 per active participant

Pluto Acquisition Opco LLC's 2024 employer contribution ran above 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 · 20242
PAYCHEX, INC. · Recordkeeping$5,045
STONEHENGE RETIREMENT PLANNERS LLC · Investment advisory (participants)$12,722

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

Recordkeeper by year2
2024Paychex
2023Paychex, STONEHENGE RETIREMENT PLANNERS LLC

This plan has changed recordkeepers within these filings. If you left Pluto Acquisition Opco LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$36,177 · 0.70%
2023$20,172 · 0.58%
2022$11,906 · 0.69%
Same employer
Similar plansProfessional & Technical Services · Arizona
Tbconsulting, L.L.C AZ$6.1M · 0.48%
Cubex LLC AZ$6.0M · 0.72%
Anju Software, Inc. AZ$5.9M · 0.56%
Aspen Group, Inc. AZ$5.7M · 1.76%
Virtra, Inc. AZ$5.7M · 0.38%
Emergetech Inc. AZ$5.5M · 1.44%
Gen-Tech AZ$5.4M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352649107 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.