Plan Snapshot
- Plan Sponsor: Alta Cima Corp.
- Sponsor EIN: 860976798
- Sponsor Address: 3135 S PRICE RD STE 113, CHANDLER, AZ, 85248
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $4.9M
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 | 137 | $4.9M | $28,081 | $639,034 |
| 2023 | 130 | $3.8M | $0 | $599,330 |
| 2022 | 127 | $2.8M | $0 | $484,653 |
| 2020 | 162 | $2.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| BEACH FLEISCHMAN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACH FLEISCHMAN PC — 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 | $186,608 | — | $10,495 | — | — |
| 2023 | $333,198 | — | $1,858 | — | — |
| 2022 | $3,089 | — | — | — | — |
| 2020 | $600 | — | $600 | — | — |