Plan Snapshot
- Plan Sponsor: Alpine Pediatrics, P.C.
- Sponsor EIN: 870546501
- Sponsor Address: 1912 W 930 N, PLEASANT GROVE, UT, 84062
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $26.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 93 | $26.2M | $799,424 | $637,219 |
| 2023 | 89 | $21.5M | $811,535 | $641,210 |
| 2022 | 90 | $16.6M | $765,228 | $552,027 |
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 |
|---|---|---|---|---|
| GILBERT & STEWART, CPA | Auditor | — | — | $0 |
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 | $45,045 | — | $45,045 | — | — |
| 2023 | $116,175 | $116,175 | — | — | — |
| 2022 | $127,377 | — | — | — | $127,377 |