Plan Ledger DOL Form 5500 · updated monthly

Van Tuyl Companies, Inc.401(k)

VAN TUYL COMPANIES 401 (K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Van Tuyl Companies, Inc. reported $74,220 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $2,287 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 fell from 0.34% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 250th-largest of 1,285 plans among Arizona employers on file, and the 2,174th of 4,798 in finance & insurance. In 2024, employees put in $6.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,999,400
Participants with balances269
Active participants159
Employer contributions$363,675
Employee contributions$2,308,518
Employer contribution per active participant$2,287
Average account balance$130,109
Benefits paid to participants$608,648
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.0M · 269 accts · $364K emplr
2023$28.3M · 257 accts · $328K emplr
2022$21.9M · 282 accts · $219K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,220
Total administrative$74,220
The Van Tuyl Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$2,287
Median for plans this size$2,416
2024$2,287 per active participant
2023$2,526 per active participant
2022$1,377 per active participant

Van Tuyl Companies, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$74,220

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$74,220 · 0.23%
2023$87,740 · 0.35%
2022$85,612 · 0.34%
Same employer
Similar plansFinance & Insurance · Arizona
Fiduciary Wise, LLC AZ$40.8M · 0.49%
Truwest Credit Union AZ$39.1M · 0.02%
Avesis, LLC AZ$33.2M · 0.52%
Hughes Federal Credit Union AZ$27.5M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472298533 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.