Plan Snapshot
- Plan Sponsor: Aztec Engineering Group, INC.
- Sponsor EIN: 861001208
- Sponsor Address: 501 N. 44TH STREET, SUITE 300, PHOENIX, AZ, 85008
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $25.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 188 | $25.1M | $580,509 | $1.6M |
| 2023 | 167 | $21.6M | $508,327 | $1.4M |
| 2022 | 150 | $17.1M | $432,256 | $1.2M |
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 |
|---|---|---|---|---|
| KEEGAN LINSCOTT & ASSOCIATES PC | Auditor | — | — | $0 |
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 | $77,244 | $47,858 | — | — | — |
| 2023 | $66,337 | $38,095 | — | — | — |
| 2022 | $62,204 | — | — | — | — |