Plan Snapshot
- Plan Sponsor: Arizona Charter Solutions
- Sponsor EIN: 452665218
- Sponsor Address: 633 E. RAY ROAD, SUITE 132, GILBERT, AZ, 85296
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 274 | $4.5M | $302,436 | $558,600 |
| 2023 | 296 | $4.0M | $304,111 | $542,166 |
| 2022 | 304 | $2.8M | $292,692 | $545,877 |
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 |
|---|---|---|---|---|
| FESTER & CHAPMAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FESTER & CHAPMAN, 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 | $5,900 | — | $5,300 | — | — |
| 2023 | $4,350 | $4,350 | — | — | — |
| 2022 | $3,750 | $3,750 | — | — | — |