Plan Snapshot
- Plan Sponsor: The Arizona Humane Society
- Sponsor EIN: 860135567
- Sponsor Address: 1521 W DOBBINS ROAD, PHOENIX, AZ, 850418200
- Plan Type: 401(k)
- Total Participants: 363
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 363 | $10.0M | $236,249 | $1.3M |
| 2023 | 316 | $8.0M | $243,185 | $1.1M |
| 2022 | 286 | $6.0M | $206,443 | $1.0M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $100,604 | $27,077 | $69,562 | — | — |
| 2023 | $60,176 | — | $60,176 | — | — |
| 2022 | $49,493 | — | $49,493 | — | — |