# Desert Heights Charter Schools 401(k) Plan
Source: https://planprovider.pro/companies/desert-heights-charter-schools-401k-plan

> Desert Heights Charter Schools's 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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