Plan Snapshot
- Plan Sponsor: Arizona Community Surgeons, PC
- Sponsor EIN: 203604285
- Sponsor Address: 8340 N THORNYDALE, STE 110, TUCSON, AZ, 85741
- Plan Type: 401(k)
- Total Participants: 56
- Total Assets: $19.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 56 | $19.8M | $426,759 | $375,469 |
| 2023 | 111 | $25.5M | $927,135 | $841,904 |
| 2022 | 150 | $21.3M | $1.2M | $904,540 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, 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 | $77,888 | $40,000 | $14,438 | — | — |
| 2023 | $80,894 | $40,000 | $16,199 | — | — |
| 2022 | $63,605 | $40,000 | $18,761 | — | — |