Plan Snapshot
- Plan Sponsor: Arizona Arthritis & Rheumatology Associates, P.C.
- Sponsor EIN: 860765242
- Sponsor Address: 4550 E BELL ROAD, SUITE 170, PHOENIX, AZ, 85032
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $25.2M
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 | 220 | $25.2M | $1.3M | $1.4M |
| 2023 | 216 | $22.2M | $823,899 | $1.4M |
| 2022 | 193 | $17.0M | $295,716 | $1.2M |
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 |
|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN PLC | 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 | $152,632 | $84,566 | $68,066 | — | — |
| 2023 | $120,521 | $72,003 | $48,518 | — | — |
| 2022 | $116,766 | — | $116,766 | — | — |