Plan Snapshot
- Plan Sponsor: Tiffany & Bosco, P.A.
- Sponsor EIN: 860412236
- Sponsor Address: SEVENTH FL CAMELBACK ESPLANADE II, PHOENIX, AZ, 85016
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 229
- Total Assets: $32.6M
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 | 229 | $32.6M | $1.0M | $1.9M |
| 2023 | 214 | $32.7M | $923,209 | $1.6M |
| 2022 | 261 | $26.8M | $749,321 | $1.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $56,608 | — | $56,608 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $37,526 | — | $37,526 |
| NOVA 401(K) ASSOCIATES | Recordkeeper | $500 | $16,277 | $16,777 |
| ALERA INVESTMENT ADVISORS, LLC | Investment Advisor | $7,290 | — | $7,290 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
- ALERA INVESTMENT ADVISORS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,201
- Estimated Expense Ratio: 0.363% 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 | $101,934 | — | $101,934 | — | — |
| 2023 | $64,121 | — | $64,121 | — | — |
| 2022 | $73,504 | — | $73,504 | — | — |