# Tucson Electric Power Company DB Plan
Source: https://planprovider.pro/companies/tucson-electric-power-company-plan-001

> Tucson Electric Power Company&#39;s DB plan: 899 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

## Similar Plans

- [Tucson Electric Power Company](https://planprovider.pro/companies/tucson-electric-power-company-plan-002) — 945 participants

- [Liberty Utilities Co.](https://planprovider.pro/companies/liberty-utilities-co-plan-007) — 527 participants

- [Liberty Utilities Service Corp.](https://planprovider.pro/companies/liberty-utilities-service-corp-401k-plan) — 2,462 participants

- [Salt River Valley Water Users Association](https://planprovider.pro/companies/salt-river-valley-water-users-association-plan-335) — 5,246 participants

- [Salt River Valley Water Users Association](https://planprovider.pro/companies/salt-river-valley-water-users-association-401k-plan) — 6,108 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tucson-electric-power-company-plan-001)

&copy; 2026 PlanProvider.Pro
