Plan Snapshot
- Plan Sponsor: United Compost And Organics
- Sponsor EIN: 680297783
- Sponsor Address: 8601 N SCOTTSDALE RD SUITE 309, SCOTTSDALE, AZ, 85253
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $8.0M
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 | 107 | $8.0M | $354,960 | $687,634 |
| 2023 | 104 | $6.5M | $322,439 | $597,025 |
| 2022 | 112 | $6.2M | $326,987 | $627,911 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | Recordkeeper | $30,153 | — | $30,153 |
| WELLS FARGO CLEARING SERVICES, LLC | Investment Advisor | $17,395 | — | $17,395 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — Recordkeeper
- WELLS FARGO CLEARING SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,548
- Estimated Expense Ratio: 0.597% 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 | $50,317 | — | $50,317 | — | — |
| 2023 | $50,038 | — | $50,038 | — | — |
| 2022 | $48,238 | — | $48,238 | — | — |