Plan Snapshot
- Plan Sponsor: Arizona Nutritional Supplements, LLC
- Sponsor EIN: 461253852
- Sponsor Address: 210 S. BECK AVE., CHANDLER, AZ, 85226
- Plan Type: 401(k)
- Total Participants: 409
- Total Assets: $11.6M
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 | 409 | $11.6M | $347,726 | $767,243 |
| 2023 | 359 | $11.0M | $326,655 | $698,574 |
| 2022 | 487 | $10.2M | $372,281 | $752,671 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $9,059 | — | $9,059 |
| LPL FINANCIAL LLC | Investment Advisor | $8,451 | — | $8,451 |
| UKG KRONOS SYSTEMS, LLC | Other Service Provider | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- LPL FINANCIAL LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,510
- Estimated Expense Ratio: 0.202% 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 | $37,139 | $8,457 | — | — | — |
| 2023 | $31,512 | $11,309 | — | — | — |
| 2022 | $34,715 | $9,995 | — | — | — |