Plan Snapshot
- Plan Sponsor: Ampian Hr Outsourcing, LLC
- Sponsor EIN: 274666060
- Sponsor Address: 126 WEST SEGO LILY DRIVE. SUITE 110, SANDY, UT, 84070
- Plan Type: 401(k)
- Total Participants: 451
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 451 | $3.2M | $189,293 | $495,687 |
| 2023 | 393 | $1.9M | $138,124 | $369,752 |
| 2022 | 432 | $2.4M | $107,967 | $464,332 |
| 2021 | 388 | $3.0M | $0 | $0 |
| 2020 | 306 | $1.5M | $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 |
|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | Recordkeeper | $29,238 | — | $29,238 |
| SLAVIC MUTUAL FUND MANAGEMENT CORP | Investment Advisor | $5,579 | — | $5,579 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,817
- Estimated Expense Ratio: 1.078% 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 | $38,720 | $5,579 | $33,141 | — | — |
| 2023 | $34,382 | $3,529 | $30,853 | — | — |
| 2022 | $42,069 | $3,691 | $38,378 | — | — |
| 2021 | $34,062 | $2,351 | $31,711 | — | — |
| 2020 | $19,680 | $933 | $17,421 | — | — |