Plan Snapshot
- Plan Sponsor: Zion Compassion Care, LLC
- Sponsor EIN: 800464728
- Sponsor Address: PO BOX 7149, MESA, AZ, 85216
- Plan Type: 401(k)
- Total Participants: 56
- Total Assets: $520,677
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 56 | $520,677 | $116,146 | $60,433 |
| 2023 | 127 | $312,718 | $12,082 | $49,085 |
| 2022 | 117 | $222,082 | $113,100 | $54,985 |
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 |
|---|---|---|---|---|
| APRIO, LLP | 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 | $12,065 | $3,483 | $250 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |