Plan Snapshot
- Plan Sponsor: Snell & Wilmer L.L.P.
- Sponsor EIN: 860089731
- Sponsor Address: ONE EAST WASHINGTON ST., PHOENIX, AZ, 85004
- Plan Type: DC
- Total Participants: 1,073
- Total Assets: $587.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,073 | $587.6M | $13.3M | $11.7M |
| 2023 | 1,184 | $512.3M | $12.0M | $11.1M |
| 2022 | 1,029 | $421.1M | $10.4M | $9.8M |
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 | RECORD KEEPER | $100,731 | — | $100,731 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $70,669 | — | $70,669 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORD KEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $171,400
- Estimated Expense Ratio: 0.029% 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 | $171,400 | $100,731 | — | — | — |
| 2023 | $153,742 | $82,484 | — | — | — |
| 2022 | $194,338 | $117,636 | — | — | — |