Plan Snapshot
- Plan Sponsor: Mi Familia Vota
- Sponsor EIN: 810668995
- Sponsor Address: 3030 N. CENTRAL AVE, PHOENIX, AZ, 85012
- Plan Type: 401(k)
- Total Participants: 35
- Total Assets: $850,601
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 35 | $850,601 | $137,229 | $86,909 |
| 2023 | 26 | $521,347 | $124,609 | $60,131 |
| 2022 | 35 | $360,336 | $97,394 | $51,306 |
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 |
|---|---|---|---|---|
| JDS PROFESSIONAL GROUP | 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 | $1,145 | — | — | — | — |
| 2023 | $6,099 | — | — | — | — |
| 2022 | $165 | — | — | — | — |