Plan Snapshot
- Plan Sponsor: Alliance Defending Freedom
- Sponsor EIN: 541660459
- Sponsor Address: 15100 N 90TH ST, SCOTTSDALE, AZ, 852602769
- Plan Type: 401(k)
- Total Participants: 383
- Total Assets: $31.1M
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 | 383 | $31.1M | $1.2M | $2.3M |
| 2023 | 383 | $25.3M | $1.2M | $2.2M |
| 2022 | 368 | $19.9M | $1.1M | $2.0M |
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 |
|---|---|---|---|---|
| RPA FINANCIAL, LLC | Investment Advisor | $34,984 | $16 | $35,000 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $13,719 | — | $13,719 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,719
- Estimated Expense Ratio: 0.157% 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 | $49,302 | $34,992 | $14,310 | — | — |
| 2023 | $48,099 | $34,993 | $13,106 | — | — |
| 2022 | $102,941 | $8,714 | $94,227 | — | — |