Plan Snapshot
- Plan Sponsor: Freedom Plaza Operating Company
- Sponsor EIN: 822141102
- Sponsor Address: 13373 PLAZA DEL RIO BLVD, PEORIA, AZ, 85381
- Plan Type: 401(k)
- Total Participants: 235
- Total Assets: $4.6M
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. |
|---|---|---|---|---|
| 2024 | 235 | $4.6M | $83,091 | $703,843 |
| 2023 | 225 | $4.2M | $83,939 | $638,926 |
| 2022 | 218 | $3.7M | $72,905 | $597,568 |
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 |
|---|---|---|---|---|
| DAVID L. BUCK CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVID L. BUCK CPA — 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 | $23,970 | $16,691 | — | — | — |
| 2023 | $18,386 | $15,175 | — | — | — |
| 2022 | $20,420 | — | — | — | — |