Plan Snapshot
- Plan Sponsor: Architectural Nexus, INC.
- Sponsor EIN: 870537015
- Sponsor Address: 2505 E PARLEYS WAY, SALT LAKE CITY, UT, 84109
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $20.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 99 | $20.2M | $390,424 | $1.1M |
| 2023 | 112 | $20.1M | $386,511 | $1.1M |
| 2022 | 101 | $15.7M | $327,724 | $1.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $85,500 | — | $85,500 |
| STIFEL NICOLAUS & COMPANY INC | Investment Advisor | — | $40,420 | $40,420 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STIFEL NICOLAUS & COMPANY INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,920
- Estimated Expense Ratio: 0.622% 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 | $85,501 | — | $85,501 | — | — |
| 2023 | $72,884 | — | $72,884 | — | — |
| 2022 | $75,190 | — | $75,190 | — | — |