Plan Snapshot
- Plan Sponsor: Transact Campus
- Sponsor EIN: 813824965
- Sponsor Address: 18700 N HAYDEN ROAD, SCOTTSDALE, AZ, 85255
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 0 | $0 | $778,600 | $3.5M |
| 2023 | 481 | $45.0M | $929,115 | $4.1M |
| 2022 | 409 | $34.0M | $584,559 | $3.5M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $135,348 | — | $135,348 |
| MORGAN STANLEY SMITH BARNEY | INVESTMENT/FINANCIAL ADVI | $122,464 | — | $122,464 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- MORGAN STANLEY SMITH BARNEY — INVESTMENT/FINANCIAL ADVI
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $257,812
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 | $189,743 | $80,966 | — | — | — |
| 2023 | $128,907 | $61,457 | — | — | — |
| 2022 | $145,977 | — | — | — | — |