# Aztec Shops, Ltd. 403(b) Plan
Source: https://planprovider.pro/companies/aztec-shops-ltd-950516240-002

> Aztec Shops, Ltd.'s 403(b) plan: 300 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aztec Shops, Ltd.

- **Sponsor EIN:** 950516240

- **Sponsor Address:** 5500 CAMPANILE DR, SAN DIEGO, CA, 921820001

- **Plan Type:** 403(b)

- **Plan Number:** 002

- **Total Participants:** 300

- **Total Assets:** $5.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|300|$5.5M|$111,213|$333,742|

| 2023|353|$4.8M|$84,674|$278,705|

| 2022|306|$4.1M|$96,410|$299,809|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$45,672|—|$45,672|

| MORGAN STANLEY GLOBAL|Investment Advisor|$15,556|$3|$15,559|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,231

- **Estimated Expense Ratio:** 1.104% 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|$61,228|$15,556|$45,672|—|—|

| 2023|$56,083|$15,493|$40,590|—|—|

| 2022|$35,452|—|$35,452|—|—|

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