Plan Snapshot
- Plan Sponsor: Associated Retina Consultants
- Sponsor EIN: 860285158
- Sponsor Address: 1750 E GLENDALE AVE, PHOENIX, AZ, 850205505
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $10.6M
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 | 98 | $10.6M | $13,693 | $182,523 |
| 2023 | 79 | $9.5M | $5,004 | $171,597 |
| 2022 | 77 | $8.3M | $0 | $156,080 |
| 2021 | 86 | $10.3M | $0 | $0 |
| 2020 | 103 | $9.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| EVERS ROBINSON LTD. | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERS ROBINSON LTD. — Independent 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 | — | — | — | — | — |
| 2023 | $71,148 | $37,053 | — | — | — |
| 2022 | $74,646 | $39,352 | $35,294 | — | — |
| 2021 | $84,930 | $43,842 | $41,088 | — | — |
| 2020 | $67,834 | $34,205 | $33,629 | — | — |