Plan Ledger DOL Form 5500 · updated monthly

Twelfth One, LLC401(k)

ASPEN INFUSION 401(K) PLAN · CHANDLER, AZ · plan year 2025

Reported admin expense ratio · 2025
0.70%

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

Twelfth One, LLC reported $17,921 in plan administrative expenses for 2025: 0.70% of average plan assets, above the peer median. Employer contributions averaged $2,150 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 1 year on file its reported administrative ratio rose from 0.63% to 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (970th of 1,285), and 9,215th of 11,911 in health care & social assistance. In 2025, employees put in $2.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,059,432
Participants with balances138
Active participants117
Employer contributions$251,501
Employee contributions$576,897
Employer contribution per active participant$2,150
Average account balance$22,170
Benefits paid to participants$261,245
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$3.1M · 138 accts · $252K emplr
2024$2.1M · 125 accts · $275K emplr
Administrative expenses, itemized · 2025
Investment management$17,921
Total administrative$17,921
The Twelfth One, LLC 401(k) match · 2025
Employer contribution per active participant$2,150
Median for plans this size$1,464
2025$2,150 per active participant
2024$2,434 per active participant

Twelfth One, LLC's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$17,921

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

Recordkeeper by year2
2025Human Interest
2024Human Interest

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2025$17,921 · 0.70%
2024$10,774 · 0.63%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Gompers AZ$2.8M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820962026 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.