Plan Snapshot
- Plan Sponsor: Salpointe Catholic High School
- Sponsor EIN: 860705131
- Sponsor Address: 1545 EAST COPPER STREET, TUCSON, AZ, 85719
- Plan Type: DC
- Total Participants: 136
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 136 | $17.8M | $524,915 | $755,721 |
| 2023 | 122 | $16.7M | $457,789 | $672,448 |
| 2022 | 121 | $13.7M | $476,537 | $620,125 |
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 |
|---|---|---|---|---|
| HEINFELD MEECH & CO. | 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 | $64,746 | $40,983 | — | — | — |
| 2023 | $57,426 | $36,283 | — | — | — |
| 2022 | $65,724 | — | — | — | — |