Plan Snapshot
- Plan Sponsor: Neurosurgical Associates, Ltd
- Sponsor EIN: 860453788
- Sponsor Address: 2910 NORTH THIRD AVENUE, PHOENIX, AZ, 85013
- Plan Type: DC
- Total Participants: 269
- Total Assets: $62.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 269 | $62.5M | $2.2M | $1.6M |
| 2023 | 234 | $46.0M | $2.0M | $1.3M |
| 2022 | 172 | $37.5M | $1.9M | $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 |
|---|---|---|---|---|
| FORVIS MAZARS,LLP | Auditor | $33,679 | — | $33,679 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,679
- Estimated Expense Ratio: 0.054% 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 | $76,091 | — | — | $33,679 | — |
| 2023 | $61,735 | $36,683 | — | — | — |
| 2022 | $63,371 | $24,949 | — | — | — |