Plan Snapshot
- Plan Sponsor: Neurological Associates Of Tucson, P.C.
- Sponsor EIN: 860187416
- Sponsor Address: 2450 E. RIVER ROAD, TUCSON, AZ, 85718
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $27.0M
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. |
|---|---|---|---|---|
| 2024 | 120 | $27.0M | $1.3M | $438,801 |
| 2023 | 113 | $21.0M | $1.1M | $404,886 |
| 2022 | 112 | $24.6M | $1.4M | $409,745 |
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 |
|---|---|---|---|---|
| METZ CPA, PLLC | Auditor | $10,815 | — | $10,815 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,815
- Estimated Expense Ratio: 0.040% 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 | $66,144 | $36,912 | $14,590 | $10,815 | — |
| 2023 | $62,437 | $30,000 | $8,080 | $10,685 | — |
| 2022 | $89,530 | $44,722 | $29,083 | — | $15,725 |