Plan Ledger DOL Form 5500 · updated monthly

Trade Training Company, LLC401(k)

SONORAN DESERT INSTITUTE 401(K) PLAN · TEMPE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Trade Training Company, LLC reported $23,796 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $509 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 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Arizona (884th of 1,285), and 2,592nd of 3,091 in educational services. In 2024, employees put in $2.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,247,238
Participants with balances128
Active participants434
Employer contributions$220,730
Employee contributions$529,180
Employer contribution per active participant$509
Average account balance$33,182
Benefits paid to participants$266,689
Plan auditUnmodified (clean) audit opinion
AuditorRP&B, INC., APAC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,225
Investment management$171
Total administrative$23,796
The Trade Training Company, LLC 401(k) match · 2024
Employer contribution per active participant$509
Median for plans this size$1,313

Trade Training Company, LLC'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 · 20242
GLOBAL RETIREMENT PARTNERS LLCindirect comp
NOVA 401(K) ASSOCIATES · Other servicesindirect comp

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

Administrative cost history1
2024$23,796 · 0.56%
Same employer
Similar plansEducational Services · Arizona
Issa, LLC AZ$5.9M · 0.76%
Valley Christian Schools AZ$5.0M · 1.04%
Arizona Charter Solutions AZ$4.5M · 0.14%
P.P.E.P., Inc. AZ$4.2M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455628892 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.