Plan Snapshot
- Plan Sponsor: University Of Arizona Foundation
- Sponsor EIN: 866050388
- Sponsor Address: 1111 N. CHERRY AVENUE, TUCSON, AZ, 85719
- Plan Type: 401(k)
- Plan Number: 100
- Total Participants: 171
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 171 | $14.6M | $0 | $0 |
| 2024 | 153 | $11.3M | $850,208 | $907,347 |
| 2023 | 138 | $9.0M | $715,704 | $733,779 |
| 2022 | 111 | $8.4M | $507,960 | $573,156 |
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 |
|---|---|---|---|---|
| BEACHFLEISCHMAN, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $1,129,508 | $1,070 | $4,589 | — | — |
| 2024 | $4,468 | $399 | $4,069 | — | — |
| 2023 | $1,913,292 | — | — | — | — |
| 2022 | $1,266,661 | — | — | — | — |