Plan Snapshot
- Plan Sponsor: Scottsdale Bible Church
- Sponsor EIN: 860179808
- Sponsor Address: 7601 E. SHEA BOULEVARD, SCOTTSDALE, AZ, 85260
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $10.0M
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 | 242 | $10.0M | $383,469 | $764,324 |
| 2023 | 226 | $8.2M | $313,343 | $574,835 |
| 2022 | 216 | $6.6M | $293,610 | $556,168 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $58,464 | — | $58,464 | — | — |
| 2023 | $750 | — | $750 | — | — |
| 2022 | $43,288 | $33,679 | $9,609 | — | — |