Plan Snapshot
- Plan Sponsor: Richard Lee Averitte, Jr., PLLC Dba Affiliated Dermatology
- Sponsor EIN: 743037351
- Sponsor Address: 20401 NORTH 73RD STREET, SUITE 230, SCOTTSDALE, AZ, 85255
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $8.1M
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 | 148 | $8.1M | $891,315 | $693,350 |
| 2023 | 169 | $6.3M | $438,235 | $622,378 |
| 2022 | 170 | $5.2M | $407,563 | $573,238 |
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 | $2,353 | — | — | — | — |
| 2023 | $38,688 | $22,665 | $12,822 | — | — |
| 2022 | $28,204 | $19,041 | $9,163 | — | — |