Plan Snapshot
- Plan Sponsor: Royal Speedway, INC.
- Sponsor EIN: 860335068
- Sponsor Address: 4333 E SPEEDWAY BLVD, TUCSON, AZ, 857124623
- Plan Type: 401(k)
- Total Participants: 438
- Total Assets: $20.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 438 | $20.1M | $329,865 | $1.8M |
| 2023 | 401 | $17.2M | $369,554 | $1.7M |
| 2022 | 364 | $13.7M | $343,792 | $1.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $72,298 | — | $72,298 |
| WELLSPRING FINANCIAL PARTNERS | ADVISOR | $47,122 | — | $47,122 |
| ROBERTS GROUP CPAS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ROBERTS GROUP CPAS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,420
- Estimated Expense Ratio: 0.595% 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 | $119,420 | $47,122 | — | — | — |
| 2023 | $102,214 | $38,582 | — | — | — |
| 2022 | $100,519 | — | — | — | — |