# Aztec Engineering Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/aztec-engineering-group-inc-401k-plan

> Aztec Engineering Group, INC.'s 401(k) plan: 188 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PFG ADVISORS, LLC|INVESTMENT/FINANCIAL ADVI|$47,858|—|$47,858|

| ADP, INC.|RECORD KEEPER|$29,386|—|$29,386|

| KEEGAN LINSCOTT & ASSOCIATES PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PFG ADVISORS, LLC](https://planprovider.pro/provider/pfg-advisors) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $77,244

- **Estimated Expense Ratio:** 0.307% 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|$77,244|$47,858|—|—|—|

| 2023|$66,337|$38,095|—|—|—|

| 2022|$62,204|—|—|—|—|

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