Plan Snapshot
- Plan Sponsor: Lewis Roca Rothgerber Christie LLP
- Sponsor EIN: 860095078
- Sponsor Address: 201 E. WASHINGTON STREET, PHOENIX, AZ, 850042595
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $6,432
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $6,432 | $0 | $0 |
| 2024 | 282 | $162.9M | $3.8M | $4.0M |
| 2023 | 296 | $258.2M | $8.9M | $4.8M |
| 2022 | 441 | $320.1M | $1.8M | $5.6M |
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 |
|---|---|---|---|---|
| DORSETT, CHRISTOPHER ROBERT | NONE | $41,057 | — | $41,057 |
| SCHWAB RETIREMENT PLAN SERVICES, IN | NONE | $24,554 | — | $24,554 |
| SAGE ADVISORY GROUP | NONE | $15,500 | — | $15,500 |
| EIDE BAILLY,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES, IN — NONE
- SAGE ADVISORY GROUP — NONE
- EIDE BAILLY,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,111
- Estimated Expense Ratio: 1261.054% 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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $81,111 | $61,206 | — | — | — |
| 2023 | $149,545 | $99,540 | $49,055 | — | — |
| 2022 | $177,256 | — | — | — | — |