Plan Snapshot
- Plan Sponsor: Ace Disposal, INC.
- Sponsor EIN: 840481948
- Sponsor Address: 2274 SOUTH TECHNOLOGY DRIVE, WEST VALLEY CITY, UT, 84119
- Plan Type: 401(k)
- Total Participants: 386
- Total Assets: $26.3M
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 | 386 | $26.3M | $683,177 | $1.1M |
| 2023 | 384 | $23.4M | $647,732 | $1.1M |
| 2022 | 370 | $19.0M | $0 | $992,672 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $44,062 | — | $44,062 |
| LPL FINANCIAL | Investment Advisor | $24,000 | — | $24,000 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,542 | — | $7,542 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,604
- Estimated Expense Ratio: 0.287% 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 | $75,604 | $31,542 | — | — | — |
| 2023 | $65,305 | $32,081 | — | — | — |
| 2022 | $63,473 | $30,859 | $32,614 | — | — |