Plan Snapshot
- Plan Sponsor: Aid To Adoption Of Special Kids Arizona
- Sponsor EIN: 860611935
- Sponsor Address: 2320 N 20TH ST, PHOENIX, AZ, 850062059
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 145 | $6.4M | $100,277 | $267,004 |
| 2023 | 156 | $5.3M | $107,303 | $247,515 |
| 2022 | 105 | $4.4M | $106,372 | $215,809 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY — 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 |
|---|---|---|---|---|---|
| 2024 | $37,344 | — | $37,344 | — | — |
| 2023 | $35,869 | $15,380 | $20,439 | — | — |
| 2022 | $38,807 | $14,413 | $24,294 | — | $100 |