Plan Snapshot
- Plan Sponsor: Arizona Ob/Gyn Affiliates P.C.
- Sponsor EIN: 205198811
- Sponsor Address: 1661 E CAMELBACK ROAD, SUITE 200, PHOENIX, AZ, 85016
- Plan Type: 401(k)
- Total Participants: 597
- Total Assets: $33.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 597 | $33.9M | $1.6M | $2.0M |
| 2023 | 466 | $29.4M | $1.6M | $1.9M |
| 2022 | 420 | $24.6M | $1.4M | $1.5M |
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 |
|---|---|---|---|---|
| REDW LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDW LLC — 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 | $99,427 | $29,386 | — | — | — |
| 2023 | $82,814 | $45,856 | — | — | — |
| 2022 | $70,246 | $30,253 | — | — | $39,993 |