Plan Snapshot
- Plan Sponsor: Gtm Arizona, LLC
- Sponsor EIN: 813669730
- Sponsor Address: 645 E. MISSOURI AVE., PHOENIX, AZ, 85012
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $1.7M
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 | 189 | $1.7M | $222,263 | $319,603 |
| 2023 | 189 | $1.2M | $251,910 | $366,574 |
| 2022 | 335 | $485,101 | $190,439 | $316,743 |
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 |
|---|---|---|---|---|
| PRICE KONG & CO, C.P.A.'S, P.A. | 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 | $21,916 | — | — | — | — |
| 2023 | $14,393 | $1,322 | $13,071 | — | — |
| 2022 | $3,713 | — | $3,713 | — | — |