Plan Snapshot
- Plan Sponsor: Arizona Restaurant Supply, INC.
- Sponsor EIN: 860733327
- Sponsor Address: 6077 N. TRAVEL CENTER DR., US TUCSON, AZ, 85741
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $5.6M
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 | 191 | $5.6M | $232,671 | $715,606 |
| 2023 | 166 | $4.9M | $186,495 | $651,880 |
| 2022 | 173 | $3.7M | $142,080 | $538,827 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $19,002 | — | $19,002 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $16,661 | — | $16,661 |
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,663
- Estimated Expense Ratio: 0.640% 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 | $35,663 | $19,002 | — | — | — |
| 2023 | $30,584 | $15,556 | — | — | — |
| 2022 | $28,849 | — | — | — | — |