Plan Ledger DOL Form 5500 · updated monthly

Shasta Industries, Inc.401(k)

SHASTA POOLS 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.34%

Shasta Industries, Inc. reported $27,193 in plan administrative expenses for 2024: 0.34% of average plan assets, below 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 0.52% to 0.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Arizona (651st of 1,285), and 3,360th of 5,337 in construction. active participation has shrunk from 305 to 243 since 2022.

Plan summary
Net assets, end of year$8,173,214
Participants with balances333
Active participants243
Employer contributions—
Employee contributions$867,492
Employer contribution per active participant—
Average account balance$24,544
Benefits paid to participants$1,696,745
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 333 accts
2023$7.9M · 282 accts · $3K emplr
2022$7.4M · 283 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,767
Investment management$426
Total administrative$27,193
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
ADP, INC. · Loan processing · Recordkeeping$27,193

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$27,193 · 0.34%
2023$32,418 · 0.42%
2022$43,748 · 0.52%
Same employer
Similar plansConstruction · Arizona
Jenco, Inc. AZ$9.7M · 0.93%
Buesing Corp. AZ$9.1M · 1.14%
Kearney Electric, Inc. AZ$8.2M · 0.58%
Sdb, Inc. AZ$8.1M · 0.59%
Fulton Homes Corporation AZ$7.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 866054268 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.