Plan Snapshot
- Plan Sponsor: University Of Advancing Computer Technology
- Sponsor EIN: 860464544
- Sponsor Address: 2625 WEST BASELINE ROAD, TEMPE, AZ, 85283
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 92
- Total Assets: $7.0M
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 | 92 | $7.0M | $91,229 | $555,077 |
| 2023 | 100 | $5.9M | $93,810 | $560,910 |
| 2022 | 99 | $4.8M | $85,581 | $494,763 |
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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES | Investment Advisor | $18,490 | — | $18,490 |
| ASCENSUS LLC | Other Service Provider | $14,321 | $13 | $14,334 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERIPRISE FINANCIAL SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,824
- Estimated Expense Ratio: 0.470% 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 | $32,810 | $18,490 | $14,320 | — | — |
| 2023 | $29,628 | $14,783 | $14,845 | — | — |
| 2022 | $28,595 | $12,316 | $16,279 | — | — |