Plan Snapshot
- Plan Sponsor: Tucson Electric Power Company
- Sponsor EIN: 860062700
- Sponsor Address: 88 EAST BROADWAY, TUCSON, AZ, 85701
- Plan Type: DB
- Total Participants: 289
- Total Assets: $41.8M
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 | 289 | $41.8M | $2.2M | $0 |
| 2023 | 296 | $41.3M | $1.7M | $0 |
| 2022 | 291 | $36.4M | $850,000 | $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 | $20,089 | — | $20,089 |
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: $20,089
- Estimated Expense Ratio: 0.048% 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 | $144,024 | — | — | $20,089 | — |
| 2023 | $130,613 | — | — | $12,630 | — |
| 2022 | $183,959 | — | — | — | $183,959 |