Plan Snapshot
- Plan Sponsor: Florence Immigrant And Refugee Rights Project
- Sponsor EIN: 860658103
- Sponsor Address: PO BOX 86299, TUCSON, AZ, 85754
- Plan Type: 403(b)
- Total Participants: 205
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 205 | $4.6M | $425,964 | $703,015 |
| 2023 | 191 | $2.9M | $328,598 | $583,972 |
| 2022 | 180 | $1.8M | $311,317 | $512,062 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $50,734 | — | $50,734 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | — | $9,382 | $9,382 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,116
- Estimated Expense Ratio: 1.321% 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 | $50,734 | — | $50,734 | — | — |
| 2023 | $36,835 | — | $36,835 | — | — |
| 2022 | $25,144 | — | $25,144 | — | — |