Plan Ledger DOL Form 5500 · updated monthly

The Desert Highlands Association401(k)

THE DESERT HIGHLANDS ASSOCIATION 401(K) PLAN · SCOTTSDALE, AZ · plan year 2022

Reported admin expense ratio · 2022
0.36%

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

The Desert Highlands Association reported $12,800 in plan administrative expenses for 2022: 0.36% of average plan assets, below the peer median. Employer contributions averaged $1,627 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 real estate & leasing employers. By assets it is among the smaller plans on file in Arizona (967th of 1,285), and 1,711th of 2,096 in real estate & leasing. In 2022, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,118,656
Participants with balances190
Active participants147
Employer contributions$239,233
Employee contributions$499,855
Employer contribution per active participant$1,627
Average account balance$16,414
Benefits paid to participants$978,421
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $172K emplr
2022$3.1M · 190 accts · $239K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$12,400
Total administrative$12,800
The The Desert Highlands Association 401(k) match · 2022
Employer contribution per active participant$1,627
Median for plans this size$1,114

The Desert Highlands Association's 2022 employer contribution ran above 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 history2
2023Not separately reported
2022$12,800 · 0.36%
Same employer
Similar plansReal Estate & Leasing · Arizona
Axis Portable Air LLC AZ$3.3M · 0.26%
Cohere Life, Inc. AZ$3.1M · 0.93%
Grayhawk Development AZ$2.4M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860482550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.