Plan Ledger DOL Form 5500 · updated monthly

Southwest Autism Research and Resource Center401(k)

SOUTHWEST AUTISM RESEARCH AND RESOURCE CENTER 401(K) PLAN · PHOENIX, AZ · plan year 2025

Reported admin expense ratio · 2025
0.47%

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

Southwest Autism Research and Resource Center reported $48,898 in plan administrative expenses for 2025: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,083 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 rose from 0.36% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 536th-largest of 1,285 plans among Arizona employers on file, and the 5,261st of 11,911 in health care & social assistance. In 2025, employees put in $2.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,586,510
Participants with balances218
Active participants230
Employer contributions$249,016
Employee contributions$742,551
Employer contribution per active participant$1,083
Average account balance$53,149
Benefits paid to participants$259,552
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$11.6M · 218 accts · $249K emplr
2024$9.1M · 199 accts · $188K emplr
2023$7.6M · 200 accts · $204K emplr
2022$6.5M · 211 accts · $149K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$34,319
Investment management$14,579
Total administrative$48,898
The Southwest Autism Research and Resource Center 401(k) match · 2025
Employer contribution per active participant$1,083
Median for plans this size$2,666
2025$1,083 per active participant
2024$858 per active participant
2023$930 per active participant
2022$696 per active participant

Southwest Autism Research and Resource Center's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
JOHN HANCOCK · Recordkeeping · Investment advisory (participants)$34,487
LPL FINANCIAL, LLC · Investment advisory (participants)$14,412

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

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

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

Administrative cost history4
2025$48,898 · 0.47%
2024$32,027 · 0.38%
2023$24,762 · 0.35%
2022$25,609 · 0.36%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Recovery Innovations, Inc. AZ$11.8M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311496646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.