Plan Ledger DOL Form 5500 · updated monthly

San Tan Auto Partners, LLC401(k)

SAN TAN FORD 401(K) · GILBERT, AZ · plan year 2024

Reported admin expense ratio · 2024
0.72%

San Tan Auto Partners, LLC reported $46,558 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. 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 1.01% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Arizona (698th of 1,285), and 3,203rd of 5,215 in retail trade. active participation has grown from 239 to 273 since 2022.

Plan summary
Net assets, end of year$7,291,228
Participants with balances183
Active participants273
Employer contributions—
Employee contributions$1,080,329
Employer contribution per active participant—
Average account balance$39,843
Benefits paid to participants$218,815
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 183 accts
2023$5.6M · 176 accts
2022$5.0M · 192 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,558
Total administrative$46,558
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 · 20243
ASCENSUS HOLDINGS · Contract administrator$20,059
INTELLICENTS INVESTMENT SOLUTIONS · Investment advisory (plan)$15,550

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$46,558 · 0.72%
2023$23,901 · 0.45%
2022$52,995 · 1.01%
Same employer
Similar plansRetail Trade · Arizona
Lawley Motors, LLC AZ$8.5M · 0.66%
Buffalo Exchange LTD. AZ$8.3M · 0.10%
Lush Cosmetics Inc. AZ$8.1M · 0.98%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 203289308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.