Plan Ledger DOL Form 5500 · updated monthly

Tucson Transit Management, LLC401(k)

SUN TRAN BARGAINING UNIT 401(K) PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Tucson Transit Management, LLC reported $10,156 in plan administrative expenses for 2024: 0.21% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.15% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Arizona (837th of 1,285), and 1,637th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$4,980,880
Participants with balances128
Active participants394
Employer contributions$0
Employee contributions$331,026
Employer contribution per active participant$0
Average account balance$38,913
Benefits paid to participants$364,470
Plan auditUnmodified (clean) audit opinion
AuditorMANSPERGER, PETERSON & MCMULLIN
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 128 accts
2023$4.5M · 137 accts
2022$3.9M · 143 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,475
Investment management$8,681
Total administrative$10,156
The Tucson Transit Management, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Tucson Transit Management, 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
EMPOWER ADVISORY GROUP, LLC · Investment managementindirect comp

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$10,156 · 0.21%
2023$8,049 · 0.19%
2022$6,491 · 0.15%
Same employer
Similar plansTransportation & Warehousing · Arizona
Pink Jeep Tours, LLC AZ$7.9M · 0.23%
L.J. Leasing, Inc. AZ$5.6M · 1.19%
Ohlinger Industries, Inc. AZ$4.9M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822308943 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.