Plan Ledger DOL Form 5500 · updated monthly

Royal Speedway, Inc.401(k)

ROYAL SPEEDWAY, INC. 401(K) PROFIT SHARING PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Royal Speedway, Inc. reported $119,420 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $753 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 fell from 0.68% to 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 367th-largest of 1,285 plans among Arizona employers on file, and the 1,452nd of 5,215 in retail trade. In 2024, employees put in $5.49 for every $1.00 the employer contributed; active participation has grown from 364 to 438 since 2022.

Plan summary
Net assets, end of year$20,062,576
Participants with balances413
Active participants438
Employer contributions$329,865
Employee contributions$1,811,416
Employer contribution per active participant$753
Average account balance$48,578
Benefits paid to participants$1,697,368
Plan auditUnmodified (clean) audit opinion
AuditorROBERTS GROUP CPAS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$20.1M · 413 accts · $330K emplr
2023$17.2M · 416 accts · $370K emplr
2022$13.7M · 392 accts · $344K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,298
Investment management$47,122
Total administrative$119,420
The Royal Speedway, Inc. 401(k) match · 2024
Employer contribution per active participant$753
Median for plans this size$2,416
2024$753 per active participant
2023$922 per active participant
2022$944 per active participant

Royal Speedway, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$72,298
WELLSPRING FINANCIAL PARTNERS · Investment advisory (plan)$47,122

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$119,420 · 0.64%
2023$102,214 · 0.66%
2022$100,519 · 0.68%
Same employer
Similar plansRetail Trade · Arizona
Rwc International, LTD. AZ$37.1M · 0.51%
Autofocus, Inc. AZ$27.7M · 0.34%
Plexus Worldwide, LLC AZ$26.0M · 0.43%
Don Sanderson Ford, Inc. AZ$20.7M · 0.62%
Courtesy Chevrolet AZ$19.6M · 1.60%
Copenhagen Imports, Inc. AZ$18.7M · 0.01%
Ceh Automotive Corp. AZ$18.1M · 0.19%
Sands Motor Company AZ$17.5M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860335068 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.