Plan Ledger DOL Form 5500 · updated monthly

Telgian Profit Sharing Plan401(k)

TELGIAN PROFIT SHARING PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Telgian Profit Sharing Plan reported $75,773 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,267 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 rose from 0.13% to 0.47%. 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 404th-largest of 1,285 plans among Arizona employers on file, and 6,030th of 11,654 in professional & technical services. In 2024, employees put in $3.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,432,124
Participants with balances217
Active participants302
Employer contributions$382,645
Employee contributions$1,195,547
Employer contribution per active participant$1,267
Average account balance$80,332
Benefits paid to participants$542,540
Plan auditUnmodified (clean) audit opinion
AuditorFILIPOVITCH & CO
Plan history3
Yearassets · accounts · employer contribution
2024$17.4M · 217 accts · $383K emplr
2023$14.6M · 206 accts · $345K emplr
2022$12.0M · 209 accts · $327K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,773
Total administrative$75,773
The Telgian Profit Sharing Plan 401(k) match · 2024
Employer contribution per active participant$1,267
Median for plans this size$2,416
2024$1,267 per active participant
2023$1,173 per active participant
2022$1,139 per active participant

Telgian Profit Sharing Plan'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$75,773
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect 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$75,773 · 0.47%
2023$15,207 · 0.11%
2022$16,975 · 0.13%
Similar plansProfessional & Technical Services · Arizona
Orcutt Winslow, Lllp AZ$21.8M · 0.27%
Red Development, LLC AZ$18.8M · 0.04%
Crexendo Inc AZ$18.2M · 0.45%
Equality Health, LLC AZ$18.0M · 0.16%
Skidata, Inc. AZ$17.2M · 0.14%
Wilson Engineers, LLC AZ$16.6M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330474314 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.