Plan Snapshot
- Plan Sponsor: Child Crisis Arizona
- Sponsor EIN: 860324144
- Sponsor Address: 817 N. COUNTRY CLUB DRIVE, MESA, AZ, 852014105
- Plan Type: 401(k)
- Total Participants: 355
- Total Assets: $10.9M
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 | 355 | $10.9M | $1.1M | $784,817 |
| 2023 | 316 | $8.9M | $873,573 | $685,713 |
| 2022 | 293 | $6.7M | $886,332 | $716,117 |
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 | CONTRACT ADMINISTRATOR | $92,643 | — | $92,643 |
| COMMONWEALTH FINANCIAL NETWORK | INVESTMENT ADVISORY | — | $22,140 | $22,140 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH FINANCIAL NETWORK — INVESTMENT ADVISORY
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,783
- Estimated Expense Ratio: 1.048% 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 | $92,644 | — | $92,644 | — | — |
| 2023 | $71,143 | — | $71,143 | — | — |
| 2022 | $76,547 | — | $76,547 | — | — |