Plan Snapshot
- Plan Sponsor: Arizona Country Club, INC.
- Sponsor EIN: 860076993
- Sponsor Address: 5668 EAST ORANGE BLOSSOM LANE, PHOENIX, AZ, 850188115
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $5.4M
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 | 155 | $5.4M | $245,175 | $503,595 |
| 2023 | 156 | $4.6M | $196,916 | $367,056 |
| 2022 | 99 | $3.6M | $152,703 | $286,721 |
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 |
|---|---|---|---|---|
| BEACHFLEISCHMAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACHFLEISCHMAN 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 | $14,961 | $372 | $10,199 | — | — |
| 2023 | $5,301 | — | $5,301 | — | — |
| 2022 | $5,422 | — | $5,422 | — | — |