Plan Snapshot
- Plan Sponsor: Arion Care Solutions, LLC
- Sponsor EIN: 320029922
- Sponsor Address: 3200 N. DOBSON ROAD, CHANDLER, AZ, 852249611
- Plan Type: 401(k)
- Total Participants: 3,574
- Total Assets: $4.6M
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 | 3,574 | $4.6M | $2,278 | $1.3M |
| 2023 | 2,868 | $3.0M | $0 | $908,098 |
| 2022 | 2,195 | $1.7M | $0 | $784,260 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $52,635 | — | $52,635 | — | — |
| 2023 | $35,665 | — | $35,665 | — | — |
| 2022 | $36,591 | — | $36,591 | — | — |