Plan Snapshot
- Plan Sponsor: Accelerate Diagnostics, INC.
- Sponsor EIN: 841072256
- Sponsor Address: 3950 S COUNTRY CLUB RD #470, TUCSON, AZ, 85714
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $10.1M
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 | 99 | $10.1M | $0 | $581,819 |
| 2023 | 122 | $10.1M | $4,326 | $894,831 |
| 2022 | 165 | $10.0M | $0 | $1.2M |
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB | INVESTMENT ADVISOR | $26,041 | — | $26,041 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $9,373 | — | $9,373 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $8,328 | — | $8,328 |
| LUDWIG KLEWER & RUDNER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUDWIG KLEWER & RUDNER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,742
- Estimated Expense Ratio: 0.432% 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 | $43,742 | $34,369 | — | — | — |
| 2023 | $41,452 | $31,820 | — | — | — |
| 2022 | $48,674 | $35,730 | $12,944 | — | — |