Plan Ledger DOL Form 5500 · updated monthly

State Bar of Arizona401(k)

STATE BAR OF ARIZONA 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

State Bar of Arizona reported $16,352 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,818 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 0.17% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 341st-largest of 1,285 plans among Arizona employers on file, and the 5,125th of 11,654 in professional & technical services. In 2024, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,501,074
Participants with balances133
Active participants94
Employer contributions$452,914
Employee contributions$774,548
Employer contribution per active participant$4,818
Average account balance$169,181
Benefits paid to participants$2,365,672
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.5M · 133 accts · $453K emplr
2023$20.9M · 136 accts · $436K emplr
2022$19.3M · 131 accts · $427K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,846
Investment management$13,506
Total administrative$16,352
The State Bar of Arizona 401(k) match · 2024
Employer contribution per active participant$4,818
Median for plans this size$2,416
2024$4,818 per active participant
2023$4,446 per active participant
2022$4,539 per active participant

State Bar of Arizona's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20244
ALERA GROUP DBA ALERA INVESTMENT AD · Investment advisory (plan)$9,125
EMPOWER ADVISORY GROUP, LLC · Investment management$3,581
JPMORGAN INVEST HOLDINGS LLC$2,846
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$800

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$16,352 · 0.08%
2023$23,045 · 0.11%
2022$36,520 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Arizona
Unicon, Inc. AZ$25.9M · 0.24%
Cps, Inc. AZ$23.7M · 0.63%
Rider Levett Bucknall LTD AZ$23.5M · 0.01%
Simpleview AZ$22.5M · 0.31%
Avast Software, Inc. AZ$21.8M · 0.29%
Orcutt Winslow, Lllp AZ$21.8M · 0.27%
Red Development, LLC AZ$18.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 866000294 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.