# University Of Arizona Foundation 401(k) Plan
Source: https://planprovider.pro/companies/university-of-arizona-foundation-plan-100

> University Of Arizona Foundation's 401(k) plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University Of Arizona Foundation

- **Sponsor EIN:** 866050388

- **Sponsor Address:** 1111 N. CHERRY AVENUE, TUCSON, AZ, 85719

- **Plan Type:** 401(k)

- **Total Participants:** 153

- **Total Assets:** $11.3M

## 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.|

| 2024|153|$11.3M|$850,208|$907,347|

| 2023|144|$9.0M|$715,704|$733,779|

| 2022|112|$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|

| BEACH FLEISHMAN PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BEACH FLEISHMAN PLLC](https://planprovider.pro/provider/beachfleischman-pllc) — Auditor

## 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|

| 2024|$4,468|$399|$4,069|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Shonto Governing Board Of Education, INC.](https://planprovider.pro/companies/shonto-governing-board-of-education-inc-401k-plan) — 152 participants

- [Desert Heights Charter Schools](https://planprovider.pro/companies/desert-heights-charter-schools-401k-plan) — 152 participants

- [Foundation For Blind Children](https://planprovider.pro/companies/foundation-for-blind-children-403b-plan) — 149 participants

- [Cultural Experiences Abroad, LLC.](https://planprovider.pro/companies/cultural-experiences-abroad-llc-401k-plan) — 158 participants

- [Phoenix Country Day School](https://planprovider.pro/companies/phoenix-country-day-school-403b-plan) — 162 participants

- [Pusch Ridge Christian Academy, INC.](https://planprovider.pro/companies/pusch-ridge-christian-academy-inc-plan) — 163 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-of-arizona-foundation-plan-100)

© 2026 PlanProvider.Pro