Plan Snapshot
- Plan Sponsor: Azpb Limited Partnership
- Sponsor EIN: 860761521
- Sponsor Address: 401 EAST JEFFERSON STREET, PHOENIX, AZ, 850042438
- Plan Type: DB
- Total Participants: 174
- Total Assets: $49.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 174 | $49.5M | $800,000 | $0 |
| 2023 | 190 | $50.0M | $1.2M | $0 |
| 2022 | 209 | $50.2M | $1.9M | $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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $23,830 | — | $23,830 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,830
- Estimated Expense Ratio: 0.048% 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 | $384,764 | $81,808 | — | $23,830 | — |
| 2023 | $576,719 | $26,740 | — | $26,814 | — |
| 2022 | $649,967 | $61,745 | — | — | $59,933 |