Plan Snapshot
- Plan Sponsor: Madden Preprint Media, LLC
- Sponsor EIN: 760738649
- Sponsor Address: 31 N 6TH AVE, TUCSON, AZ, 85701
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $10.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 179 | $10.6M | $449,628 | $923,807 |
| 2023 | 145 | $10.1M | $357,627 | $757,826 |
| 2022 | 132 | $8.9M | $298,160 | $639,377 |
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 |
|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | Investment Advisor | $27,071 | — | $27,071 |
| THE WATERFORD GROUP, LLC | Other Service Provider | $23,078 | — | $23,078 |
| AMERICAN TRUST COMPANY | Recordkeeper | $21,594 | — | $21,594 |
| PINNACLE PLAN DESIGN LLC | Recordkeeper | $5,205 | — | $5,205 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,948
- Estimated Expense Ratio: 0.724% 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 | $79,804 | $2,210 | $221 | — | — |
| 2023 | $60,808 | $32,355 | — | — | — |
| 2022 | $34,858 | $31,991 | — | — | $2,867 |