# Sonoran Schools 401(k) Plan
Source: https://planprovider.pro/companies/sonoran-schools-401k-plan

> Sonoran Schools's 401(k) plan: 245 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sonoran Schools

- **Sponsor EIN:** 452210319

- **Sponsor Address:** 1489 W ELLIOT ROAD SUITE D103, GILBERT, AZ, 85233

- **Plan Type:** 401(k)

- **Total Participants:** 245

- **Total Assets:** $6.5M

## 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|245|$6.5M|$657,320|$827,035|

| 2023|349|$5.6M|$603,982|$747,940|

| 2022|345|$4.0M|$483,378|$622,467|

## 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|

| METZ CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [METZ CPA, PLLC](https://planprovider.pro/provider/metz-cpa-pllc) — 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|$59,365|$244|—|—|—|

| 2023|$62,654|$4,403|$2,375|—|—|

| 2022|$47,926|$47,926|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sonoran-schools-401k-plan)

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