Plan Snapshot
- Plan Sponsor: Arizona Grain, INC.
- Sponsor EIN: 860715939
- Sponsor Address: 5050 N. 40TH STREET, STE 280, PHOENIX, AZ, 85018
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $11.1M
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 | 80 | $11.1M | $239,283 | $471,895 |
| 2023 | 80 | $10.3M | $46,030 | $501,643 |
| 2022 | 82 | $8.8M | $223,736 | $475,707 |
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 |
|---|---|---|---|---|
| WALLACE, PLESE & DREHER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WALLACE, PLESE & DREHER, LLP — 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 | $1,262,163 | — | $16,655 | — | — |
| 2023 | $493,129 | — | $14,610 | — | — |
| 2022 | $15,251 | — | — | — | — |