Plan Snapshot
- Plan Sponsor: Buena Vista Recovery, LLC
- Sponsor EIN: 844623244
- Sponsor Address: 8171 E INDIAN BEND ROAD, SUITE 101, SCOTTSDALE, AZ, 85250
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $1.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 218 | $1.6M | $96,378 | $677,540 |
| 2023 | 216 | $1.1M | $92,256 | $649,115 |
| 2022 | 230 | $396,563 | $56,907 | $356,652 |
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 |
|---|---|---|---|---|
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — Auditor
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 | $88,936 | $24 | $66,120 | — | — |
| 2023 | $30,530 | — | $30,530 | — | — |
| 2022 | $3,053 | — | — | — | $3,053 |