Plan Snapshot
- Plan Sponsor: A-Core, INC.
- Sponsor EIN: 870322873
- Sponsor Address: 5360 S RILEY LN, MURRAY, UT, 84107
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $11.2M
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 | 341 | $11.2M | $518,157 | $1.3M |
| 2023 | 276 | $9.9M | $473,527 | $1.1M |
| 2022 | 297 | $7.8M | $519,971 | $1.1M |
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 |
|---|---|---|---|---|
| RICHEY,MAY, & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY,MAY, & CO. — Auditor
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 | $82,987 | — | $82,987 | — | — |
| 2023 | $45,267 | — | $45,267 | — | — |
| 2022 | $54,473 | — | $54,473 | — | — |