Plan Snapshot
- Plan Sponsor: Osborn Maledon, P.A.
- Sponsor EIN: 860789930
- Sponsor Address: 2929 NORTH CENTRAL AVENUE, PHOENIX, AZ, 85012
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $59.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 94 | $59.3M | $636,219 | $1.9M |
| 2023 | 92 | $54.7M | $946,256 | $1.7M |
| 2022 | 91 | $46.7M | $958,828 | $1.5M |
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 |
|---|---|---|---|---|
| CARNEAL & HUNT , P.L.C | 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 | $96,551 | $95,271 | — | — | — |
| 2023 | $73,665 | $72,755 | — | — | — |
| 2022 | $75,887 | $7,442 | — | — | — |