Plan Snapshot
- Plan Sponsor: Gompers
- Sponsor EIN: 860098909
- Sponsor Address: 6601 N 27TH AVE, PHOENIX, AZ, 850171219
- Plan Type: 401(k)
- Total Participants: 493
- Total Assets: $2.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 493 | $2.8M | $109,181 | $167,927 |
| 2023 | 436 | $2.8M | $130,677 | $228,430 |
| 2022 | 223 | $2.3M | $140,798 | $227,372 |
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 |
|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN, PL | Auditor | — | — | $0 |
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 | $2,288 | — | — | — | — |
| 2023 | $2,080 | — | — | — | — |
| 2022 | $1,941 | — | — | — | — |