Plan Snapshot
- Plan Sponsor: Arizona Christian University 403b Plan
- Sponsor EIN: 860186050
- Sponsor Address: 1 WEST FIRESTORM WAY, GLENDALE, AZ, 853060000
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 118
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 118 | $7.4M | $181,217 | $425,197 |
| 2023 | 98 | $6.6M | $127,578 | $319,904 |
| 2022 | 77 | $5.5M | $115,056 | $289,208 |
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 |
|---|---|---|---|---|
| HEALEY & ASSOCIATES, INC | Other Service Provider | $11,550 | — | $11,550 |
| TIAA-TEACHERS INSURANCE AND ANNUITY | Recordkeeper | $11,462 | — | $11,462 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INSURANCE AND ANNUITY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,012
- Estimated Expense Ratio: 0.311% 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 | $23,471 | — | $23,012 | $459 | — |
| 2023 | $23,685 | — | $22,730 | — | — |
| 2022 | $4,960 | — | $4,075 | — | — |