Plan Snapshot
- Plan Sponsor: Fennemore Craig P.C.
- Sponsor EIN: 860293128
- Sponsor Address: 2394 E CAMELBACK RD STE 600, PHOENIX, AZ, 850169077
- Plan Type: 401(k)
- Total Participants: 556
- Total Assets: $265.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 556 | $265.9M | $6.5M | $6.7M |
| 2023 | 425 | $228.7M | $5.2M | $5.3M |
| 2022 | 419 | $165.6M | $3.9M | $3.9M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS | NONE | $89,453 | — | $89,453 |
| THE VANGUARD GROUP | NONE | $83,925 | — | $83,925 |
| VANGUARD ADVISERS INC | Other Service Provider | $49,633 | — | $49,633 |
| CLIFTONLARSONALLEN LLP | NONE | $19,950 | — | $19,950 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC — Other Service Provider
- CLIFTONLARSONALLEN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $242,961
- Estimated Expense Ratio: 0.091% of plan assets
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 | $253,543 | $145,521 | — | $19,950 | — |
| 2023 | $238,240 | $123,928 | — | $19,425 | — |
| 2022 | $221,481 | $117,588 | $82,568 | — | $21,325 |