Plan Snapshot
- Plan Sponsor: The Ashton Company, INC. Contractor And Engineers
- Sponsor EIN: 860104787
- Sponsor Address: P.O. BOX 26927, TUCSON, AZ, 85726
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $7.2M
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 | 125 | $7.2M | $103,633 | $283,256 |
| 2023 | 128 | $6.5M | $57,563 | $237,328 |
| 2022 | 122 | $6.0M | $32,233 | $161,137 |
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 |
|---|---|---|---|---|
| MORRISON, CLARK AND COMPANY CPAS | 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 | $9,592 | — | — | — | — |
| 2023 | $7,489 | — | — | — | — |
| 2022 | $1,605 | — | — | — | $1,605 |