Plan Snapshot
- Plan Sponsor: Tucson Electric Power Company
- Sponsor EIN: 860062700
- Sponsor Address: 88 EAST BROADWAY, TUCSON, AZ, 85701
- Plan Type: DB
- Total Participants: 899
- Total Assets: $267.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 899 | $267.4M | $10.4M | $0 |
| 2023 | 846 | $262.7M | $12.0M | $0 |
| 2022 | 798 | $235.3M | $4.1M | $0 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $21,939 | — | $21,939 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,939
- Estimated Expense Ratio: 0.008% 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 | $258,907 | — | — | $21,939 | — |
| 2023 | $242,843 | — | — | $13,950 | — |
| 2022 | $323,255 | — | — | — | $323,255 |