Plan Snapshot
- Plan Sponsor: Arizona Pipeline Company
- Sponsor EIN: 953336040
- Sponsor Address: 17373 LILAC STREET, HESPERIA, CA, 92345
- Plan Type: 401(k)
- Total Participants: 964
- Total Assets: $20.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 964 | $20.3M | $400,013 | $1.7M |
| 2023 | 705 | $17.7M | $400,000 | $1.5M |
| 2022 | 612 | $16.7M | $0 | $1.3M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $118,388 | — | $118,388 |
| PNC BANK NATIONAL ASSOCIATION | SERVICE PROVIDER | — | $22,579 | $22,579 |
| SOREN MCADAM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SOREN MCADAM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,967
- Estimated Expense Ratio: 0.694% 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 | $118,388 | $6,022 | $109,866 | — | — |
| 2023 | $72,620 | $4,803 | $59,996 | — | — |
| 2022 | $21,502 | — | — | — | — |