Plan Snapshot
- Plan Sponsor: Pioneer Title Agency, INC.
- Sponsor EIN: 860506255
- Sponsor Address: 580 EAST WILCOX, SIERRA VISTA, AZ, 85635
- Plan Type: 401(k)
- Total Participants: 826
- Total Assets: $64.5M
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 | 826 | $64.5M | $1.1M | $4.2M |
| 2023 | 804 | $54.0M | $1.0M | $4.0M |
| 2022 | 885 | $46.0M | $2.1M | $4.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $125,682 | — | $125,682 |
| KESTRA ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $67,207 | — | $67,207 |
| COMMONWEALTH EQUITY SERVICES LLC DB | INVESTMENT ADVISOR | $62,443 | — | $62,443 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $21,749 | — | $21,749 |
| LUDWIG KLEWER & RUDNER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUDWIG KLEWER & RUDNER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $277,081
- Estimated Expense Ratio: 0.429% 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 | $277,081 | $151,399 | — | — | — |
| 2023 | $243,263 | $134,358 | — | — | — |
| 2022 | $226,004 | $126,124 | $99,880 | — | — |