Plan Ledger DOL Form 5500 · updated monthly

United Compost and Organics401(k)

UNITED COMPOST AND ORGANICS 401K PROFIT SHARING PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

United Compost and Organics reported $50,317 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $3,317 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 3 years on file its reported administrative ratio has held roughly steady near 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Arizona (668th of 1,285), and 520th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,963,508
Participants with balances113
Active participants107
Employer contributions$354,960
Employee contributions$687,634
Employer contribution per active participant$3,317
Average account balance$70,474
Benefits paid to participants$667,103
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 113 accts · $355K emplr
2023$6.5M · 119 accts · $322K emplr
2022$6.2M · 119 accts · $327K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,317
Total administrative$50,317
The United Compost and Organics 401(k) match · 2024
Employer contribution per active participant$3,317
Median for plans this size$1,313
2024$3,317 per active participant
2023$3,100 per active participant
2022$2,920 per active participant

United Compost and Organics's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$30,153
EDBERG PERRY LLC · Recordkeeping · Loan processing$2,770
WELLS FARGO CLEARING SERVICES, LLC · Investment advisory (plan)$17,395

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

Recordkeeper by year2
2024EDBERG PERRY LLC, Transamerica
2023EDBERG PERRY LLC, Transamerica

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

Administrative cost history3
2024$50,317 · 0.70%
2023$50,038 · 0.79%
2022$48,238 · 0.71%
Same employer
Similar plansAgriculture, Forestry & Fishing · Arizona
Hickmans Egg Ranch, Inc. AZ$11.8M · 0.49%
Pasquinelli Produce Co. AZ$10.3M · 1.05%
Duncan Family Farms, LLC AZ$8.8M · 0.45%
Farmers Investment Co. AZ$5.4M · 1.00%
Sender, Inc. AZ$4.6M · 0.37%
Datepac, LLC AZ$4.1M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680297783 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.