Plan Snapshot
- Plan Sponsor: Vestar Properties, INC.
- Sponsor EIN: 860731666
- Sponsor Address: 2415 E. CAMELBACK ROAD, SUITE 100, PHOENIX, AZ, 85016
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $22.4M
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 | 121 | $22.4M | $569,571 | $1.2M |
| 2023 | 118 | $17.3M | $243,079 | $1.2M |
| 2022 | 119 | $14.4M | $190,460 | $1.0M |
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 |
|---|---|---|---|---|
| TULL FORSBERG & OLSON PLC | 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 |
|---|---|---|---|---|---|
| 2024 | $57,923 | $57,923 | — | — | — |
| 2023 | $41,779 | $39,289 | — | — | — |
| 2022 | $39,579 | — | — | — | — |