Plan Snapshot
- Plan Sponsor: Make-A-Wish Foundation
- Sponsor EIN: 860481941
- Sponsor Address: 1702 E. HIGHLAND AVENUE STE 400, PHOENIX, AZ, 850164862
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $22.6M
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 | 236 | $22.6M | $812,447 | $1.6M |
| 2023 | 219 | $20.4M | $707,308 | $1.5M |
| 2022 | 218 | $15.9M | $604,796 | $1.3M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN — Auditor
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 | $81,115 | $41,290 | — | — | — |
| 2023 | $62,319 | $54,864 | — | — | — |
| 2022 | $22,683 | — | $22,683 | — | — |