Plan Snapshot
- Plan Sponsor: Davis Miles, PLLC
- Sponsor EIN: 731646406
- Sponsor Address: 999 E PLAYA DEL NORTE, TEMPE, AZ, 85288
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 187
- Total Assets: $10.2M
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. |
|---|---|---|---|---|
| 2025 | 187 | $10.2M | $0 | $0 |
| 2024 | 135 | $9.1M | $220,235 | $970,343 |
| 2023 | 139 | $7.5M | $223,119 | $998,933 |
| 2022 | 131 | $5.5M | $152,317 | $907,461 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | Other Service Provider | $33,592 | — | $33,592 |
| THE VANGUARD GROUP, INC. | Other Service Provider | $8,074 | — | $8,074 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,666
- Estimated Expense Ratio: 0.407% 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 | $1,579,865 | $33,592 | $8,074 | — | — |
| 2024 | $47,666 | $31,944 | $15,722 | — | — |
| 2023 | $32,993 | $26,089 | $6,904 | — | — |
| 2022 | $26,632 | $21,983 | $4,649 | — | — |