Plan Snapshot
- Plan Sponsor: 3form LLC
- Sponsor EIN: 463882269
- Sponsor Address: 2300 SOUTH 2300 WEST, SALT LAKE CITY, UT, 84119
- Plan Type: 401(k)
- Total Participants: 367
- Total Assets: $33.3M
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 | 367 | $33.3M | $1.1M | $2.1M |
| 2023 | 385 | $29.8M | $1.1M | $2.1M |
| 2022 | 386 | $24.9M | $1.8M | $2.0M |
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 |
|---|---|---|---|---|
| TANNER LLC | Auditor | $7,278 | — | $7,278 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,278
- Estimated Expense Ratio: 0.022% 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 | $152,498 | $56,835 | $88,385 | $7,278 | — |
| 2023 | $137,306 | $64,572 | $56,653 | $13,567 | — |
| 2022 | $47,146 | — | $41,752 | — | $5,394 |