# Vigilant Manufacturers Trust Of Arizona 401(k) Plan
Source: https://planprovider.pro/companies/vigilant-manufacturers-trust-of-arizona-832492019-501

> Vigilant Manufacturers Trust Of Arizona's 401(k) plan: 317 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vigilant Manufacturers Trust Of Arizona

- **Sponsor EIN:** 832492019

- **Sponsor Address:** PO BOX 6, MUKILTEO, WA, 98275

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

- **Plan Number:** 501

- **Total Participants:** 317

- **Total Assets:** $58,912

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|317|$58,912|$2.8M|$8,198|

| 2023|355|$71,015|$2.8M|$2,076|

| 2022|314|$35,613|$2.3M|$4,961|

## 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|

| BROWN & BROWN INSURANCE SERVICES, I|Other Service Provider|$79,238|—|$79,238|

| VIMLY BENEFIT SOLUTIONS, INC.|Recordkeeper|$45,714|—|$45,714|

| VIGILANT SERVICES, INC.|Other Service Provider|$34,488|—|$34,488|

| MAGNUSON & ASSOCIATES, LTD|Insurance Carrier|$22,493|—|$22,493|

| BLACK, GOULD & ASSOCIATES, INC.|Insurance Carrier|$16,287|—|$16,287|

| EMPLOYEE BENEFIT EXCHANGE, CORP.|Insurance Carrier|$14,394|—|$14,394|

| BROWN & BROWN INSURANCE OF ARIZONA,|Insurance Carrier|$11,998|—|$11,998|

| NFP CORPORATE SERVICES OH, INC.|Insurance Carrier|$11,223|—|$11,223|

| PATRIOT GROWTH INSURANCE SERVICES D|Insurance Carrier|$10,312|—|$10,312|

| KEN OTT INSURANCE, LLC DBA KENDY BE|Insurance Carrier|$9,654|—|$9,654|

| MARK J. MATSOCK & ASSOCIATES, INC|Insurance Carrier|$9,214|—|$9,214|

| RESECO INSURANCE ADVISORS, LLC|Insurance Carrier|$9,040|—|$9,040|

| SCHOEDEL & SCHOEDEL, CPAS, PLLC|Auditor|$9,000|—|$9,000|

| ROGERS BENEFIT GROUP, INC|Insurance Carrier|$7,700|—|$7,700|

| NFP CA INSUURANCE SERVICES, INC.|Insurance Carrier|$7,667|—|$7,667|

| VECTOR FINANCIAL|Insurance Carrier|$7,457|—|$7,457|

| EMERSON ROGERS, LLC|Insurance Carrier|$5,852|—|$5,852|

### Verified Provider Profiles

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

- [EMPLOYEE BENEFIT EXCHANGE, CORP.](https://planprovider.pro/provider/employee-fiduciary) — Insurance Carrier

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $311,731

- **Estimated Expense Ratio:** 529.147% 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|$332,471|—|$80,202|$9,000|—|

| 2023|$331,550|—|$76,545|$8,800|—|

| 2022|$273,095|—|$63,035|—|$204,645|

## Similar Plans

- [Board Of Trustees, Seiu 775 Secure Retirement Trust](https://planprovider.pro/companies/board-of-trustees-seiu-775-secure-retirement-trust-plan) — 72,804 participants

- [Business Health Trust](https://planprovider.pro/companies/business-health-trust-367481494-501) — 16,967 participants

- [Board Of Trustees, Western Healthcare Insurance Trust](https://planprovider.pro/companies/board-of-trustees-western-healthcare-insurance-trust-901075780-501) — 9,352 participants

- [Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru](https://planprovider.pro/companies/ironworkers-district-council-of-the-paci-field-ironworkers-annuity-tru-911342114-002) — 7,218 participants

- [Bot, Northwest Sheet Metal Workers Health & Welfare Plan](https://planprovider.pro/companies/bot-northwest-sheet-metal-workers-health-welfare-plan-910589283-501) — 6,169 participants

- [Board Of Trustees, Washington Technology Industry](https://planprovider.pro/companies/board-of-trustees-washington-technology-industry-202563188-501) — 4,649 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/vigilant-manufacturers-trust-of-arizona-832492019-501)

© 2026 PlanProvider.Pro