Plan Snapshot
- Plan Sponsor: American Equipment Hr, LLC
- Sponsor EIN: 883927589
- Sponsor Address: 310 EAST 4500 SOUTH, SALT LAKE CITY, UT, 84107
- Plan Type: 401(k)
- Total Participants: 817
- Total Assets: $47.6M
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 | 817 | $47.6M | $2.5M | $5.2M |
| 2023 | 738 | $40.1M | $2.1M | $3.9M |
| 2022 | 159 | $7.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| WSRP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WSRP LLC — 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 | $158,488 | $66,856 | $91,632 | — | — |
| 2023 | $85,060 | $43,656 | $41,404 | — | — |
| 2022 | — | — | — | — | — |