Plan Snapshot
- Plan Sponsor: Arizona-Sonora Desert Museum, INC.
- Sponsor EIN: 860111675
- Sponsor Address: 2021 NORTH KINNEY ROAD, TUCSON, AZ, 85743
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 183 | $9.9M | $152,723 | $488,842 |
| 2023 | 220 | $8.8M | $138,277 | $425,205 |
| 2022 | 175 | $8.1M | $98,327 | $414,094 |
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 |
|---|---|---|---|---|
| BEACHFLEISCHMAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACHFLEISCHMAN PLLC — 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 | $41,883 | — | — | — | — |
| 2023 | $39,743 | — | — | — | — |
| 2022 | $42,880 | — | $42,880 | — | — |