Plan Ledger DOL Form 5500 · updated monthly

The Desert Botanical Garden, Inc.401(k)

THE DESERT BOTANICAL GARDEN, INC. 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

The Desert Botanical Garden, Inc. reported $20,013 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $3,054 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 3 years on file its reported administrative ratio has held roughly steady near 0.139%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 435th-largest of 1,285 plans among Arizona employers on file, and the 505th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.71 for every $1.00 the employer contributed; active participation has grown from 125 to 146 since 2022.

Plan summary
Net assets, end of year$15,458,892
Participants with balances199
Active participants146
Employer contributions$445,811
Employee contributions$762,850
Employer contribution per active participant$3,054
Average account balance$77,683
Benefits paid to participants$808,169
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.5M · 199 accts · $446K emplr
2023$13.3M · 187 accts · $421K emplr
2022$11.2M · 172 accts · $366K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,013
Total administrative$20,013
The The Desert Botanical Garden, Inc. 401(k) match · 2024
Employer contribution per active participant$3,054
Median for plans this size$2,416
2024$3,054 per active participant
2023$3,167 per active participant
2022$2,931 per active participant

The Desert Botanical Garden, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRI-AD ACTUARIES, INC. · Contract administrator · Recordkeeping$20,013
CHARLES SCHWAB TRUST COMPANY · Custodial (securities) · Trustee (directed)indirect comp

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

Recordkeeper by year2
2024TRI-AD ACTUARIES, INC.
2023TRI-AD ACTUARIES, INC.

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Administrative cost history3
2024$20,013 · 0.14%
2023$21,000 · 0.17%
2022$16,368 · 0.14%
Same employer
Similar plansArts, Entertainment & Recreation · Arizona
Suns Legacy Partners AZ$41.8M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860136925 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.