Plan Ledger DOL Form 5500 · updated monthly

Ventana Canyon Alliance, LLC401(k)

VENTANA CANYON ALLIANCE 401K PLAN · TUCSON, AZ · plan year 2022

Reported admin expense ratio · 2022
0.85%

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

Ventana Canyon Alliance, LLC reported $27,693 in plan administrative expenses for 2022: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $236 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 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Arizona (991st of 1,285), and 1,244th of 2,240 in accommodation & food services. In 2022, employees put in $6.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,816,747
Participants with balances84
Active participants186
Employer contributions$43,969
Employee contributions$268,704
Employer contribution per active participant$236
Average account balance$33,533
Benefits paid to participants$418,201
Plan auditUnmodified (clean) audit opinion
AuditorBEACHFLEISCHMAN PLLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,667
Investment management$24,026
Total administrative$27,693
The Ventana Canyon Alliance, LLC 401(k) match · 2022
Employer contribution per active participant$236
Median for plans this size$1,114

Ventana Canyon Alliance, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$27,693 · 0.85%
Same employer
Similar plansAccommodation & Food Services · Arizona
Frc Balance LLC AZ$4.4M · 0.53%
M Culinary Concepts, Inc. AZ$3.9M · 0.43%
Valle Luna, Inc. AZ$3.3M · 0.94%
And Go Concepts, LLC AZ$3.2M · 0.43%
Atrium Holding Company AZ$2.5M · 1.16%
Dias Management Inc. AZ$2.5M · 2.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161673036 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.