# Southwest Autism Research And Resource Center 401(k) Plan
Source: https://planprovider.pro/companies/southwest-autism-research-and-resource-center-401k-plan

> Southwest Autism Research And Resource Center's 401(k) plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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