Plan Snapshot
- Plan Sponsor: Donor Network Of Arizona
- Sponsor EIN: 860707697
- Sponsor Address: 2010 WEST RIO SALADO PARKWAY, TEMPE, AZ, 85281
- Plan Type: 401(k)
- Total Participants: 363
- Total Assets: $25.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 363 | $25.6M | $2.5M | $2.2M |
| 2023 | 287 | $19.4M | $2.0M | $2.3M |
| 2022 | 249 | $8.0M | $1.6M | $1.3M |
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 |
|---|---|---|---|---|
| CBIZ CPAS | 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 | $135,081 | $16,384 | $117,947 | — | — |
| 2023 | $74,151 | — | — | — | — |
| 2022 | $24,986 | $24,986 | — | — | — |