Plan Snapshot
- Plan Sponsor: Planetary Science Institute
- Sponsor EIN: 330175263
- Sponsor Address: 1700 E. FT. LOWELL RD. #106, TUCSON, AZ, 85719
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 179
- Total Assets: $39.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 179 | $39.5M | $0 | $0 |
| 2024 | 155 | $34.5M | $1.2M | $535,488 |
| 2023 | 152 | $29.0M | $1.2M | $572,491 |
| 2022 | 146 | $24.2M | $1.2M | $562,275 |
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 |
|---|---|---|---|---|
| CAP FINANCIAL PARTNERS, LLC | Other Service Provider | $32,000 | — | $32,000 |
| KEEGAN LINSCOTT & ASSOCIATES P.C. | Other Service Provider | $14,750 | — | $14,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,750
- Estimated Expense Ratio: 0.118% 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 |
|---|---|---|---|---|---|
| 2025 | $1,938,018 | — | $51,427 | $1,664 | — |
| 2024 | $121 | — | — | — | — |
| 2023 | $75 | — | — | — | — |
| 2022 | $50 | — | — | — | — |