Plan Snapshot
- Plan Sponsor: Consumer Cellular INC
- Sponsor EIN: 931178435
- Sponsor Address: 9363 E BAHIA DRIVE, SCOTTSDALE, AZ, 852601559
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,297
- Total Assets: $72.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 3,297 | $72.7M | $0 | $0 |
| 2024 | 2,594 | $56.0M | $4.0M | $5.6M |
| 2023 | 2,914 | $45.0M | $3.2M | $5.0M |
| 2022 | 2,538 | $35.8M | $3.1M | $4.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $235,454 | — | $235,454 |
| PRIME RETIREMENT SOLUTIONS LLC | Other Service Provider | $133,800 | — | $133,800 |
| ALDRICH WEALTH LIMITED PARTNERSHIP | Investment Advisor | $60,829 | — | $60,829 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $430,083
- Estimated Expense Ratio: 0.592% 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 |
|---|---|---|---|---|---|
| 2025 | $6,822,520 | $65,058 | $144,201 | — | — |
| 2024 | $320,551 | $53,238 | $35,000 | $32,762 | — |
| 2023 | $263,680 | $46,845 | $71,850 | — | — |
| 2022 | $152,455 | $31,715 | $120,740 | — | — |