Plan Snapshot
- Plan Sponsor: Mirabel Golf Club, INC.
- Sponsor EIN: 861025749
- Sponsor Address: 37401 N MIRABEL CLUB DR, SCOTTSDALE, AZ, 85262
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 161
- Total Assets: $3.9M
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. |
|---|---|---|---|---|
| 2025 | 161 | $3.9M | $0 | $0 |
| 2024 | 103 | $3.0M | $115,383 | $281,160 |
| 2023 | 87 | $2.7M | $128,136 | $281,394 |
| 2022 | 87 | $2.2M | $111,024 | $258,635 |
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 |
|---|---|---|---|---|
| ARCWOOD FINANCIAL LLC | Investment Advisor | $16,644 | — | $16,644 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $12,270 | — | $12,270 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,914
- Estimated Expense Ratio: 0.744% 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 | $309,341 | $17,363 | — | — | — |
| 2024 | $24,533 | $14,386 | — | — | — |
| 2023 | $19,508 | $12,388 | — | — | — |
| 2022 | $17,096 | $10,935 | $6,161 | — | — |