Plan Snapshot
- Plan Sponsor: Owens Harkey & Associates, LLC
- Sponsor EIN: 262454801
- Sponsor Address: 3550 NORTH CENTRAL AVENUE, PHOENIX, AZ, 85012
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $8.4M
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. |
|---|---|---|---|---|
| 2024 | 74 | $8.4M | $376,955 | $687,491 |
| 2023 | 101 | $6.8M | $397,003 | $754,165 |
| 2022 | 116 | $5.2M | $375,668 | $660,873 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
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 | $2,250 | — | $2,250 | — | — |
| 2023 | $2,340 | — | $2,340 | — | — |
| 2022 | $5,715 | — | $5,715 | — | — |