# Hacienda, INC. 403(b) Plan
Source: https://planprovider.pro/companies/hacienda-inc-403b-plan

> Hacienda, INC.'s 403(b) plan: 337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$51,138|—|$51,138|

| WELLS FARGO ADVISORS FIN NETWORK LL|INVESTMENT ADVISOR|$39,539|—|$39,539|

| EDBERG PERRY LLC|TPA|$10,222|$4,999|$15,221|

| MANSPERGER PATTERSON & MCMULLIN, PL|AUDITOR|$11,250|—|$11,250|

| 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:** $117,148

- **Estimated Expense Ratio:** 0.910% of plan assets

### 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|—|—|

## Similar Plans

- [Friendship Retirement Corporation](https://planprovider.pro/companies/friendship-retirement-corporation-401k-plan) — 322 participants

- [La Posada At Park Centre, INC.](https://planprovider.pro/companies/la-posada-at-park-centre-inc-plan) — 536 participants

- [Sage Hospice Holdings LLC](https://planprovider.pro/companies/sage-hospice-holdings-llc-401k-plan) — 569 participants

- [Sun Health Employee Services, LLC.](https://planprovider.pro/companies/sun-health-employee-services-llc-401k-plan) — 913 participants

- [Hospice Of The Valley](https://planprovider.pro/companies/hospice-of-the-valley-401k-plan-003) — 1,838 participants

- [Watermark Retirement Communities, LLC](https://planprovider.pro/companies/watermark-retirement-communities-llc-401k-plan) — 2,946 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hacienda-inc-403b-plan)

© 2026 PlanProvider.Pro