Plan Snapshot
- Plan Sponsor: First Arizona Title Agency, LLC
- Sponsor EIN: 161619278
- Sponsor Address: 6263 N SCOTTSDALE ROAD, SCOTTSDALE, AZ, 85250
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $1.2M
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. |
|---|---|---|---|---|
| 2023 | 0 | $1.2M | $44,056 | $244,096 |
| 2022 | 53 | $3.5M | $52,305 | $482,420 |
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 |
|---|---|---|---|---|
| CWM, LLC | Investment Advisor | $55,516 | — | $55,516 |
| ADP, INC. | Recordkeeper | $46,688 | — | $46,688 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,204
- Estimated Expense Ratio: 8.226% 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 |
|---|---|---|---|---|---|
| 2023 | $51,103 | $27,759 | — | — | — |
| 2022 | $41,805 | — | — | — | — |