# Awy Holdings, INC. Dba Tempe Mechanical DC Plan
Source: https://planprovider.pro/companies/awy-holdings-inc-dba-tempe-mechanical-plan

> Awy Holdings, INC. Dba Tempe Mechanical's DC plan: 67 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Awy Holdings, INC. Dba Tempe Mechanical

- **Sponsor EIN:** 208040140

- **Sponsor Address:** 303 W ELLIOT RD, STE. 101, TEMPE, AZ, 85284

- **Plan Type:** DC

- **Total Participants:** 67

- **Total Assets:** $2.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|67|$2.4M|$380,000|$0|

| 2023|65|$2.0M|$532,344|$0|

| 2022|80|$1.3M|$457,477|$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|

| AGRANDAR ASSOCIATES, INC|INVESTMENT ADVISORY|$20,335|—|$20,335|

| DESANTIAGO PENSION CONSULTING, LLC|OTHER SERVICES|$7,250|—|$7,250|

| MANSPERGER PATTERSON & MCMULLIN PLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $27,585

- **Estimated Expense Ratio:** 1.134% 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|$27,585|$20,335|—|—|—|

| 2023|$29,320|$11,820|—|$7,000|—|

| 2022|$9,525|$9,475|—|—|—|

## Similar Plans

- [Tucson Asphalt Contractors, INC.](https://planprovider.pro/companies/tucson-asphalt-contractors-inc-plan) — 62 participants

- [Board Of Trustees - Arizona Bricklayers Pension Trust Fund](https://planprovider.pro/companies/board-of-trustees-arizona-bricklayers-pension-trust-fund-plan) — 73 participants

- [Agate, INC.](https://planprovider.pro/companies/agate-inc-401k-plan) — 74 participants

- [Surveillance Security, INC.](https://planprovider.pro/companies/surveillance-security-inc-plan) — 76 participants

- [Action Equip. & Scaffold Co., In](https://planprovider.pro/companies/action-equip-scaffold-co-in-401k-plan) — 78 participants

- [Diamond Ridge Development Corporation](https://planprovider.pro/companies/diamond-ridge-development-corporation-plan) — 56 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/awy-holdings-inc-dba-tempe-mechanical-plan)

© 2026 PlanProvider.Pro