Plan Snapshot
- Plan Sponsor: Adobe Care And Wellness LLC
- Sponsor EIN: 463827580
- Sponsor Address: 7500 N. DREAMY DRAW DR., PHOENIX, AZ, 85020
- Plan Type: 401(k)
- Total Participants: 294
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 294 | $2.4M | $360,698 | $752,880 |
| 2022 | 199 | $919,414 | $0 | $0 |
| 2021 | 133 | $522,537 | $0 | $290,579 |
| 2020 | 89 | $433,470 | $0 | $133,924 |
| 2019 | 42 | $84,677 | $0 | $55,563 |
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 |
|---|---|---|---|---|
| BEACHFLEISCHMAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACHFLEISCHMAN PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2023 | $13,079 | $8,322 | — | — | — |
| 2022 | $4,246 | — | — | — | — |
| 2021 | — | — | — | — | — |
| 2020 | — | — | — | — | — |
| 2019 | — | — | — | — | — |