Plan Snapshot
- Plan Sponsor: 21st Century Healthcare, INC.
- Sponsor EIN: 860733416
- Sponsor Address: 443 W ALAMEDA DRIVE, TEMPE, AZ, 85282
- Plan Type: 401(k)
- Total Participants: 301
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 301 | $11.0M | $497,893 | $995,052 |
| 2023 | 356 | $9.0M | $520,599 | $793,311 |
| 2022 | 382 | $7.6M | $478,057 | $848,785 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES LP | TPA | — | $8,343 | $8,343 |
| VAZQUEZ & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VAZQUEZ & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,343
- Estimated Expense Ratio: 0.076% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $67,422 | $67,422 | — | — | — |
| 2023 | $60,216 | $60,216 | — | — | — |
| 2022 | $56,853 | $56,853 | — | — | — |