# Neurological Associates Of Tucson, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/neurological-associates-of-tucson-p-c-401k-plan

> Neurological Associates Of Tucson, P.C.'s 401(k) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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