Plan Ledger DOL Form 5500 · updated monthly

Sumco Phoenix Corporation401(k)

SUMCO PHOENIX CORPORATION SAVINGS AND RETIREMENT PLAN · PHOENIX, AZ · plan year 2025

Reported admin expense ratio · 2025
0.12%

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

Sumco Phoenix Corporation reported $181,097 in plan administrative expenses for 2025: 0.12% of average plan assets, below the peer median. Employer contributions averaged $3,848 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 has held roughly steady near 0.117%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 90th-largest of 1,285 plans among Arizona employers on file, and the 1,353rd of 13,661 in manufacturing. In 2025, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$160,129,757
Participants with balances865
Active participants582
Employer contributions$2,239,308
Employee contributions$4,935,540
Employer contribution per active participant$3,848
Average account balance$185,121
Benefits paid to participants$14,674,361
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$160.1M · 865 accts · $2.2M emplr
2024$148.5M · 867 accts · $2.8M emplr
2023$145.6M · 872 accts · $2.8M emplr
2022$132.4M · 879 accts · $2.7M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$119,047
Investment management$40,000
Audit (IQPA)$22,050
Total administrative$181,097
The Sumco Phoenix Corporation 401(k) match · 2025
Employer contribution per active participant$3,848
Median for plans this size$4,093
2025$3,848 per active participant
2024$4,501 per active participant
2023$4,858 per active participant
2022$4,469 per active participant

Sumco Phoenix Corporation's 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Contract administrator$119,047
SAGEVIEW ADVISORY GROUP LLC · Investment advisory (plan)$40,000
CLIFTONLARSONALLEN LLP · Accounting / audit$22,050

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

Recordkeeper by year3
2025Empower
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Sumco Phoenix Corporation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$181,097 · 0.12%
2024$174,617 · 0.12%
2023$187,833 · 0.14%
2022$176,455 · 0.12%
Same employer
Similar plansManufacturing · Arizona
Bar-S Foods Co. AZ$211.8M · 0.24%
Cavco Industries, Inc. AZ$181.8M · 0.27%
Asm America, Inc. AZ$180.5M · 0.09%
Sunstate Equipment Co., LLC AZ$164.0M · 0.19%
Tessenderlo Kerley, Inc. AZ$96.4M · 0.01%
Nammo Incorporated AZ$72.5M · 0.27%
Universal Electronics, Inc. AZ$68.0M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223014284 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.