Plan Ledger DOL Form 5500 · updated monthly

Tiffany & Bosco, P.A.401(k)

TIFFANY & BOSCO, P.A. PROFIT SHARING 401(K) PLAN · PHOENIX, AZ · plan year 2023

Reported admin expense ratio · 2023
0.22%

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

Tiffany & Bosco, P.A. reported $64,121 in plan administrative expenses for 2023: 0.22% of average plan assets, below the peer median. Employer contributions averaged $4,314 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 0.26% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 266th-largest of 1,285 plans among Arizona employers on file, and the 3,890th of 11,654 in professional & technical services. In 2023, employees put in $1.69 for every $1.00 the employer contributed; active participation has shrunk from 261 to 214 since 2022.

Plan summary
Net assets, end of year$32,749,880
Participants with balances234
Active participants214
Employer contributions$923,209
Employee contributions$1,557,529
Employer contribution per active participant$4,314
Average account balance$139,957
Benefits paid to participants$1,895,863
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.6M · 309 accts · $1.0M emplr
2023$32.7M · 234 accts · $923K emplr
2022$26.8M · 327 accts · $749K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$64,121
Total administrative$64,121
The Tiffany & Bosco, P.A. 401(k) match · 2023
Employer contribution per active participant$4,314
Median for plans this size$2,440
2024$4,556 per active participant
2023$4,314 per active participant
2022$2,871 per active participant

Tiffany & Bosco, P.A.'s 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$55,576
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$33,739
NOVA 401(K) ASSOCIATES · Contract administrator · Other services$75

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$101,934 · 0.31%
2023$64,121 · 0.22%
2022$73,504 · 0.26%
Same employer
Similar plansProfessional & Technical Services · Arizona
Asi Operations LLC AZ$37.7M · 0.11%
Planetary Science Institute AZ$34.5M · 0.00%
Aam. LLC AZ$32.4M · 0.28%
Stach & Liu, LLC AZ$29.7M · 0.10%
Chasse Building Team, Inc. AZ$29.5M · 0.35%
Linetec Services, LLC AZ$28.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860412236 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.