Plan Snapshot
- Plan Sponsor: Fann Contracting, INC.
- Sponsor EIN: 860213861
- Sponsor Address: PO BX 4356 6725 GENERATION LANE, PRESCOTT, AZ, 86302
- Plan Type: 401(k)
- Total Participants: 374
- Total Assets: $7.0M
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 | 374 | $7.0M | $0 | $1.3M |
| 2023 | 260 | $5.5M | $0 | $487,445 |
| 2022 | 233 | $5.4M | $0 | $592,852 |
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 |
|---|---|---|---|---|
| BEACH FLEISCHMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACH FLEISCHMAN — 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 | $33,082 | $14,451 | — | — | — |
| 2023 | $28,675 | $12,621 | — | — | — |
| 2022 | $23,254 | $9,266 | $13,988 | — | — |