Plan Snapshot
- Plan Sponsor: Azoa Services Corporation
- Sponsor EIN: 751723041
- Sponsor Address: 5701 GOLDEN HILLS DRIVE, MINNEAPOLIS, MN, 55416
- Plan Type: 401(k)
- Total Participants: 4,904
- Total Assets: $2.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 4,904 | $2.1B | $53.0M | $80.8M |
| 2023 | 5,281 | $2.0B | $47.8M | $68.5M |
| 2022 | 5,134 | $1.7B | $43.3M | $76.5M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | $71,450 | — | $71,450 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,450
- Estimated Expense Ratio: 0.003% 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 | $1,774,000 | $25,000 | $82,589 | $71,450 | — |
| 2023 | $1,051,000 | $424,113 | $111,419 | — | — |
| 2022 | $1,892,000 | — | — | — | $1,892,000 |