Plan Snapshot
- Plan Sponsor: Citizen Auto Stage Company
- Sponsor EIN: 860012070
- Sponsor Address: 67 E. BAFFERT DRIVE, NOGALES, AZ, 856213554
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $5.5M
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 | 78 | $5.5M | $0 | $109,131 |
| 2023 | 68 | $5.6M | $117,969 | $106,777 |
| 2022 | 103 | $5.3M | $116,499 | $111,791 |
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 |
|---|---|---|---|---|
| ROBERTS GROUP CPAS, PLLC | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERTS GROUP CPAS, PLLC — Independent 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 | — | — | — | — | — |
| 2023 | $44,624 | $24,304 | $20,320 | — | — |
| 2022 | $56,520 | $33,801 | $22,719 | — | — |