Plan Ledger DOL Form 5500 · updated monthly

T.A. Appliance Parts Company401(k)

APCO 401(K) PLAN · TEMPE, AZ · plan year 2022

Reported admin expense ratio · 2022
1.28%

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

T.A. Appliance Parts Company reported $21,952 in plan administrative expenses for 2022: 1.28% of average plan assets, higher than ~90% of peers. Employer contributions averaged $638 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Arizona (1,097th of 1,285), and 4,778th of 5,215 in retail trade. In 2022, employees put in $2.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,614,734
Participants with balances65
Active participants105
Employer contributions$66,973
Employee contributions$187,518
Employer contribution per active participant$638
Average account balance$24,842
Benefits paid to participants$155,814
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$21,952
Total administrative$21,952
The T.A. Appliance Parts Company 401(k) match · 2022
Employer contribution per active participant$638
Median for plans this size$1,114

T.A. Appliance Parts Company's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$21,952 · 1.28%
Similar plansRetail Trade · Arizona
Zamora Automotive, Inc. AZ$2.1M · 0.81%
Express Home Services LLC AZ$1.8M · 0.45%
Wamtones, Inc. AZ$1.3M · 0.01%
Hypertec USA Inc. AZ$301K · 0.74%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 860593291 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.