Plan Snapshot
- Plan Sponsor: Recreation Centers Of Sun City, INC.
- Sponsor EIN: 860214132
- Sponsor Address: 10626 THUNDERBIRD BLVD., SUN CITY, AZ, 853513009
- Plan Type: 401(k)
- Total Participants: 498
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 498 | $3.0M | $127,756 | $391,082 |
| 2023 | 457 | $2.4M | $124,798 | $366,319 |
| 2022 | 451 | $2.0M | $101,195 | $339,635 |
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 |
|---|---|---|---|---|
| PKF SAN DIEGO, LLP | 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 | $19,751 | $1,488 | — | — | — |
| 2023 | $13,180 | $1,290 | — | — | — |
| 2022 | $20,733 | $1,167 | — | — | — |