Plan Snapshot
- Plan Sponsor: Recreation Centers Of Sun City West INC.
- Sponsor EIN: 860374506
- Sponsor Address: 19803 N. R.H. JOHNSON BLVD, SUN CITY WEST, AZ, 85375
- Plan Type: 401(k)
- Total Participants: 420
- Total Assets: $13.7M
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 | 420 | $13.7M | $490,671 | $695,343 |
| 2023 | 203 | $12.4M | $472,015 | $648,993 |
| 2022 | 182 | $10.9M | $419,956 | $576,778 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $80,292 | $80,292 | — | — | — |
| 2023 | $64,967 | $64,967 | — | — | — |
| 2022 | $55,243 | $55,243 | — | — | — |