Plan Ledger DOL Form 5500 · updated monthly

The Arizona Humane Society401(k)

THE ARIZONA HUMANE SOCIETY 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
1.11%

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

The Arizona Humane Society reported $100,604 in plan administrative expenses for 2024: 1.11% of average plan assets, higher than ~75% of peers. Employer contributions averaged $651 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 0.81% to 1.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is the 587th-largest of 1,285 plans among Arizona employers on file, and the 1,647th of 3,341 in other services. In 2024, employees put in $5.45 for every $1.00 the employer contributed; active participation has grown from 286 to 363 since 2022.

Plan summary
Net assets, end of year$10,026,706
Participants with balances454
Active participants363
Employer contributions$236,249
Employee contributions$1,287,117
Employer contribution per active participant$651
Average account balance$22,085
Benefits paid to participants$676,678
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 454 accts · $236K emplr
2023$8.0M · 462 accts · $243K emplr
2022$6.0M · 405 accts · $206K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,562
Investment management$27,077
Total administrative$100,604
The The Arizona Humane Society 401(k) match · 2024
Employer contribution per active participant$651
Median for plans this size$1,313
2024$651 per active participant
2023$770 per active participant
2022$722 per active participant

The Arizona Humane Society's 2024 employer contribution ran below the $1,313 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$10,807
HIGHTOWER SECURITIES, LLC · Investment advisory (plan)$6,100
PENSION SPECIALISTS · Other services$3,894

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$100,604 · 1.11%
2023$60,176 · 0.86%
2022$49,493 · 0.81%
Same employer
Similar plansOther Services · Arizona
Dillon Aero, Inc. AZ$11.7M · 0.27%
Cp Skin Health Group, Inc AZ$10.7M · 0.23%
Proteor USA, LLC AZ$10.3M · 0.53%
Thermo King West, Inc. AZ$10.0M · 0.55%
Scottsdale Bible Church AZ$10.0M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860135567 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.