Plan Snapshot
- Plan Sponsor: The Foundation For Senior Living
- Sponsor EIN: 860298945
- Sponsor Address: 1201 E. THOMAS ROAD, PHOENIX, AZ, 85014
- Plan Type: 403(b)
- Total Participants: 318
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 318 | $10.6M | $444,926 | $876,456 |
| 2023 | 310 | $10.6M | $359,751 | $745,747 |
| 2022 | 321 | $8.9M | $365,813 | $741,343 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $17,166 | — | $17,166 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,166
- Estimated Expense Ratio: 0.162% 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 | $17,166 | — | — | — | — |
| 2023 | $37,900 | — | — | — | — |
| 2022 | $20,998 | — | $20,998 | — | — |