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Original filing (PDF)20251011053239NAL0013619744001
ARIZONA REGIONAL MULTIPLE LISTIN
Form 5500
FILING_RECEIVED
ARIZONA REGIONAL MULTIPLE LISTING SERVICE, INC. RETIREMENT
401(k) retirement plan
Active participants
94
Accounts w/ balance
131
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 63% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARIZONA REGIONAL MULTIPLE LISTIN.
Plan sponsor
Name
ARIZONA REGIONAL MULTIPLE LISTIN
EIN
86-0474302
Address
130 S.PRIEST DRIVE SUITE 101 · TEMPE, AZ · 85281
Phone
(480) 303-7228
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WALKER & ARMSTRONG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WISER ADVISOR GROUP | 92-3412499 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
Investments
21 direct securities · 1 pooled fund· $9.8M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$9.5M
21 holdings
Common Collective Trust
$277K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.0M | 19.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.2M | 11.8% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $1.0M | 10.4% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $949K | 9.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $745K | 7.4% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $694K | 6.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $634K | 6.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $622K | 6.2% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $406K | 4.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $330K | 3.3% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $277K | 2.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $232K | 2.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $198K | 2.0% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $106K | 1.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $102K | 1.0% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $78K | 0.8% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $52K | 0.5% | |
| BLACKROCK EMERGING MARKETS K | Registered Investment Companies | — | — | $50K | 0.5% | |
| BWGLBL GLOBAL OPPS BND FUND IS | Registered Investment Companies | — | — | $34K | 0.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $23K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $19K | 0.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $15K | 0.1% |
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