Plan Snapshot
- Plan Sponsor: Driggs Title Agency, INC.
- Sponsor EIN: 260713630
- Sponsor Address: 8787 E PINNACLE PEAK RD., SCOTTSDALE, AZ, 85266
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $4.6M
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. |
|---|---|---|---|---|
| 2024 | 117 | $4.6M | $81,517 | $571,965 |
| 2023 | 138 | $4.2M | $93,938 | $517,736 |
| 2022 | 165 | $4.6M | $156,738 | $858,946 |
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 |
|---|---|---|---|---|
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — Auditor
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 | $31,146 | $11,690 | $19,456 | — | — |
| 2023 | $30,345 | $11,541 | $18,804 | — | — |
| 2022 | $36,519 | $11,911 | $24,608 | — | — |