Plan Snapshot
- Plan Sponsor: Parks & Sons Of Sun City, INC.
- Sponsor EIN: 860390345
- Sponsor Address: 11217 W. NEVADA AVENUE, YOUNGTOWN, AZ, 85363
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 143 | $7.8M | $171,579 | $476,335 |
| 2023 | 137 | $6.7M | $161,450 | $445,058 |
| 2022 | 136 | $5.4M | $149,048 | $416,279 |
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 |
|---|---|---|---|---|
| PFG ADVISORS, LLC | RIA | $22,087 | — | $22,087 |
| FORVIS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PFG ADVISORS, LLC — RIA
- FORVIS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,087
- Estimated Expense Ratio: 0.282% 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 | $65,473 | — | — | — | — |
| 2023 | $54,282 | — | — | — | — |
| 2022 | $59,556 | — | — | — | — |