Plan Ledger DOL Form 5500 · updated monthly

Team Select Holding, LLC401(k)

TEAM SELECT HOLDING, LLC 401(K) RETIREMENT PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Team Select Holding, LLC reported $95,473 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 0.71% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 380th-largest of 1,285 plans among Arizona employers on file, and the 3,847th of 11,911 in health care & social assistance. active participation has grown from 4,918 to 11,293 since 2022.

Plan summary
Net assets, end of year$18,852,309
Participants with balances1,537
Active participants11,293
Employer contributions$0
Employee contributions$4,463,855
Employer contribution per active participant$0
Average account balance$12,266
Benefits paid to participants$3,978,003
Plan auditUnmodified (clean) audit opinion
AuditorHOBE AND LUCAS CPA INC
Plan history3
Yearassets · accounts · employer contribution
2024$18.9M · 1,537 accts
2023$15.0M · 1,256 accts
2022$11.8M · 1,015 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,125
Investment management$140
Total administrative$95,473
The Team Select Holding, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Team Select Holding, LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$32,103
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$95,473 · 0.56%
2023$107,229 · 0.80%
2022$81,496 · 0.71%
Similar plansHealth Care & Social Assistance · Arizona
Accumen Inc. AZ$20.4M · 0.31%
Adelante Healthcare, Inc. AZ$18.7M · 0.04%
Winslow Memorial Hospital AZ$18.3M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201407867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.