Plan Snapshot
- Plan Sponsor: Southwest Autism Research And Resource Center
- Sponsor EIN: 311496646
- Sponsor Address: 300 N. 18TH STREET, PHOENIX, AZ, 85006
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $9.1M
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 | 219 | $9.1M | $187,891 | $641,388 |
| 2023 | 219 | $7.6M | $203,613 | $612,027 |
| 2022 | 214 | $6.5M | $149,028 | $695,460 |
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 |
|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN PLC | 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 | $32,027 | $3,343 | $28,684 | — | — |
| 2023 | $24,762 | $6 | $24,756 | — | — |
| 2022 | $25,609 | — | $25,609 | — | — |