Plan Snapshot
- Plan Sponsor: Statistics & Data Corporation
- Sponsor EIN: 203804399
- Sponsor Address: 63 SOUTH ROCKFORD DR STE 240, TEMPE, AZ, 85288
- Plan Type: 401(k)
- Total Participants: 45
- Total Assets: $12.1M
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 | 45 | $12.1M | $371,193 | $892,086 |
| 2023 | 135 | $11.6M | $505,432 | $1.3M |
| 2022 | 131 | $9.0M | $517,290 | $1.3M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | INVESTMENT/FINANCIAL ADVI | $29,020 | — | $29,020 |
| ADP, INC. | RECORD KEEPER | $19,410 | — | $19,410 |
| TONNESON & COMPANY PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,430
- Estimated Expense Ratio: 0.401% 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 | $48,431 | $29,527 | — | — | — |
| 2023 | $42,507 | $24,512 | — | — | — |
| 2022 | $39,555 | — | — | — | — |