Plan Snapshot
- Plan Sponsor: Hacienda, INC.
- Sponsor EIN: 860253158
- Sponsor Address: 1402 EAST SOUTH MOUNTAIN AVE., PHOENIX, AZ, 85042
- Plan Type: 403(b)
- Total Participants: 337
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 337 | $12.9M | $405,604 | $634,693 |
| 2023 | 357 | $12.0M | $388,885 | $598,589 |
| 2022 | 363 | $11.3M | $427,083 | $630,375 |
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 PLC | 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 | $114,190 | — | $114,190 | — | — |
| 2023 | $153,872 | — | — | — | — |
| 2022 | $131,843 | $23,363 | $87,993 | — | — |