Plan Snapshot
- Plan Sponsor: Action Target, INC.
- Sponsor EIN: 262492705
- Sponsor Address: 3411 S MOUNTAIN VISTA PKWY, PROVO, UT, 84606
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $10.8M
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 | 175 | $10.8M | $320,838 | $644,004 |
| 2023 | 174 | $9.1M | $295,123 | $648,211 |
| 2022 | 156 | $7.2M | $295,062 | $601,690 |
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., LLP | Auditor | $13,750 | — | $13,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY, MAY & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,750
- Estimated Expense Ratio: 0.128% 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 | $70,074 | $24,348 | — | $13,750 | — |
| 2023 | $57,250 | $19,251 | — | $12,500 | — |
| 2022 | $47,253 | $18,467 | — | — | — |