Plan Snapshot
- Plan Sponsor: Southwest Hazard Control
- Sponsor EIN: 860464764
- Sponsor Address: 1953 W. GRANT ROAD, TUCSON, AZ, 85745
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $4.3M
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 | 120 | $4.3M | $141,695 | $213,657 |
| 2023 | 103 | $3.6M | $121,426 | $203,334 |
| 2022 | 88 | $3.3M | $92,969 | $180,839 |
| 2020 | 103 | $3.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| ROBERTS GROUP CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERTS GROUP CPAS — 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 | $5,358 | — | — | — | — |
| 2023 | $4,000 | — | — | — | — |
| 2022 | $4,837 | — | — | — | — |
| 2020 | $3,675 | — | — | — | — |