Plan Snapshot
- Plan Sponsor: Desert Heights Charter Schools
- Sponsor EIN: 912184875
- Sponsor Address: 5821 W. BEVERLY LANE, GLENDALE, AZ, 85306
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $2.5M
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 | 152 | $2.5M | $69,572 | $179,505 |
| 2023 | 156 | $2.1M | $65,550 | $162,958 |
| 2022 | 156 | $1.7M | $61,635 | $153,681 |
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 |
|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN | Auditor | — | — | $0 |
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 | $16,860 | — | $16,860 | — | — |
| 2023 | $14,978 | $9,180 | — | — | — |
| 2022 | $9,465 | $8,778 | $687 | — | — |