Plan Snapshot
- Plan Sponsor: Associated Ophthalmologists, Ltd.
- Sponsor EIN: 860212380
- Sponsor Address: 2111 E HIGHLAND AVE, SUITE 240, PHOENIX, AZ, 85016
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $21.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 116 | $21.5M | $327,027 | $584,458 |
| 2023 | 130 | $16.1M | $295,466 | $546,800 |
| 2022 | 130 | $14.5M | $268,031 | $522,518 |
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 |
|---|---|---|---|---|
| ANDERS MINKLER HUNER & HELM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUNER & HELM LLP — 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 | $18,630 | — | — | — | — |
| 2023 | $15,875 | — | — | — | — |
| 2022 | $16,310 | — | — | — | $16,310 |