# Aid To Adoption Of Special Kids Arizona 401(k) Plan
Source: https://planprovider.pro/companies/aid-to-adoption-of-special-kids-401k-plan

> Aid To Adoption Of Special Kids Arizona's 401(k) plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/kimberlin-company-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|

| 2024|$37,344|—|$37,344|—|—|

| 2023|$35,869|$15,380|$20,439|—|—|

| 2022|$38,807|$14,413|$24,294|—|$100|

## Similar Plans

- [Planned Parenthood Arizona](https://planprovider.pro/companies/planned-parenthood-arizona-401k-plan) — 101 participants

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