Plan Ledger DOL Form 5500 · updated monthly

Southwest Hazard Control401(k)

SOUTHWEST HAZARD CONTROL, INC. EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Southwest Hazard Control reported $5,358 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,181 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 4 years on file its reported administrative ratio rose from 0.11% to 0.14%. 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 (883rd of 1,285), and 4,164th of 5,337 in construction. In 2024, employees put in $1.51 for every $1.00 the employer contributed; active participation has grown from 103 to 120 since 2020.

Plan summary
Net assets, end of year$4,259,070
Participants with balances135
Active participants120
Employer contributions$141,695
Employee contributions$213,657
Employer contribution per active participant$1,181
Average account balance$31,549
Benefits paid to participants$217,352
Plan auditUnmodified (clean) audit opinion
AuditorROBERTS GROUP CPAS
Plan history4
Yearassets · accounts · employer contribution
2024$4.3M · 135 accts · $142K emplr
2023$3.6M · 134 accts · $121K emplr
2022$3.3M · 124 accts · $93K emplr
2020$3.2M · 140 accts · $49K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,358
Total administrative$5,358
The Southwest Hazard Control 401(k) match · 2024
Employer contribution per active participant$1,181
Median for plans this size$1,313
2024$1,181 per active participant
2023$1,179 per active participant
2022$1,056 per active participant
2020$480 per active participant

Southwest Hazard Control's 2024 employer contribution ran below 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,358
WELLS FARGO CLEARING SERVICES LLCindirect comp

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

Administrative cost history4
2024$5,358 · 0.14%
2023$4,000 · 0.12%
2022$4,837 · 0.14%
2020$3,675 · 0.11%
Similar plansConstruction · Arizona
New Electric, Inc. AZ$4.7M · 0.33%
Rural Electric, Inc. AZ$4.3M · 0.82%
Agate, Inc. AZ$4.2M · 1.75%
Mdn Enterprises, Inc. AZ$4.0M · 0.99%
Els Companies, Inc. AZ$3.6M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860464764 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.