# Ports America DB Plan
Source: https://planprovider.pro/companies/ports-america-plan

> Ports America's DB plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ports America

- **Sponsor EIN:** 135628741

- **Sponsor Address:** 222 S. MILL AVENUE, TEMPE, AZ, 85281

- **Plan Type:** DB

- **Total Participants:** 91

- **Total Assets:** $7.6M

## 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.|

| 2024|91|$7.6M|$0|$0|

| 2023|99|$7.4M|$0|$0|

| 2022|101|$7.2M|$2.5M|$0|

## 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|

| USI CONSULTING GROUP|ACTUARY|$57,281|—|$57,281|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMIN.|$45,105|—|$45,105|

| USI ADVISORS|INVESTMENT ADVISORY|$27,812|—|$27,812|

| SHAPIRO & DUFFALO, P.C.|ACCOUNTANT|$10,100|—|$10,100|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SHAPIRO & DUFFALO, P.C.](https://planprovider.pro/provider/shapiro-and-duffalo-pc) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $140,298

- **Estimated Expense Ratio:** 1.837% 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|$151,004|$27,812|$45,105|$10,100|—|

| 2023|$122,084|$13,152|$45,205|$17,800|—|

| 2022|$145,371|—|$45,358|—|$100,013|

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