Plan Snapshot
- Plan Sponsor: Childrens Clinics For Rehabilitative Services
- Sponsor EIN: 860667510
- Sponsor Address: 2600 NORTH WYATT DRIVE, TUCSON, AZ, 85712
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 123 | $8.7M | $271,510 | $587,298 |
| 2023 | 120 | $7.9M | $247,159 | $512,538 |
| 2022 | 103 | $6.5M | $232,547 | $449,252 |
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 | $49,545 | $548 | — | — | — |
| 2023 | $65,258 | — | — | — | — |
| 2022 | $36,166 | $32 | $36,134 | — | — |