Plan Snapshot
- Plan Sponsor: Arizona Pain Specialists PLLC
- Sponsor EIN: 260904640
- Sponsor Address: PO BOX 6408, SCOTTSDALE, AZ, 852616408
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $1.6M
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. |
|---|---|---|---|---|
| 2023 | 137 | $1.6M | $0 | $130,234 |
| 2022 | 134 | $2.0M | $0 | $412,559 |
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 |
|---|---|---|---|---|
| MASPERGER PATTERSON & MCMULLIN, PLL | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2023 | $8,436 | $925 | $6,651 | — | — |
| 2022 | $13,438 | $3,807 | $8,116 | — | — |