Plan Snapshot
- Plan Sponsor: Palo Verde Plastering INC
- Sponsor EIN: 860654859
- Sponsor Address: 23440 N 35TH DR, GLENDALE, AZ, 853104194
- Plan Type: 401(k)
- Total Participants: 667
- Total Assets: $576,400
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 667 | $576,400 | $0 | $31,528 |
| 2023 | 704 | $484,126 | $0 | $27,552 |
| 2022 | 660 | $412,678 | $0 | $31,722 |
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 |
|---|---|---|---|---|
| MANSPERGER, PATTERSON & MCMULLIN | 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 | $3,044 | $343 | $1,841 | — | — |
| 2023 | $2,462 | $344 | $1,258 | — | — |
| 2022 | $2,266 | $424 | $1,842 | — | — |