# Fondomonte Arizona, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fondomonte-arizona-llc-401k-plan

> Fondomonte Arizona, LLC's 401(k) plan: 249 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fondomonte Arizona, LLC

- **Sponsor EIN:** 463719054

- **Sponsor Address:** 250 NORTH LITCHFIELD RD SUITE 101, GOODYEAR, AZ, 85338

- **Plan Type:** 401(k)

- **Total Participants:** 249

- **Total Assets:** $1.6M

## 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|249|$1.6M|$114,455|$255,368|

| 2023|271|$1.2M|$96,594|$200,523|

| 2022|247|$873,393|$173,878|$204,015|

## 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|

| KIMBERLIN COMPANY, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KIMBERLIN COMPANY, PLLC](https://planprovider.pro/provider/kimberlin-company-pllc) — 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|$13,669|$433|$10,437|—|—|

| 2023|$16,773|$5|$7,680|—|—|

| 2022|$9,090|$9,090|—|—|—|

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