Plan Snapshot
- Plan Sponsor: Clear Title Agency Of Arizona
- Sponsor EIN: 208107156
- Sponsor Address: PO BOX 80317, PHOENIX, AZ, 85060
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 89 | $5.7M | $45,095 | $650,717 |
| 2023 | 93 | $4.5M | $34,395 | $494,098 |
| 2022 | 68 | $3.4M | $48,288 | $562,273 |
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 |
|---|---|---|---|---|
| BROCK ASSET MANAGEMENT LLC | Other Service Provider | $18,015 | — | $18,015 |
| EPIC RETIREMENT PLAN SERVICES | Recordkeeper | $11,985 | — | $11,985 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,000
- Estimated Expense Ratio: 0.524% 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 | $30,000 | $18,015 | — | — | — |
| 2023 | $23,574 | $12,487 | — | — | — |
| 2022 | $23,126 | $12,014 | — | — | — |