Plan Snapshot
- Plan Sponsor: Felix Construction Company
- Sponsor EIN: 860577823
- Sponsor Address: 2530 S 52ND AVE, PHOENIX, AZ, 85043
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $15.0M
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 | 290 | $15.0M | $834,107 | $1.1M |
| 2023 | 210 | $13.3M | $1.4M | $982,919 |
| 2022 | 211 | $10.0M | $713,261 | $831,792 |
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 P.C. | 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 | $85,205 | $31,995 | $27,101 | — | — |
| 2023 | $16,261 | — | $16,261 | — | — |
| 2022 | $23,564 | — | $23,564 | — | — |