Plan Snapshot
- Plan Sponsor: Asahi Refining Usa, INC.
- Sponsor EIN: 461758691
- Sponsor Address: 4601 WEST 2100 SOUTH, SALT LAKE CITY, UT, 84120
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $16.2M
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 | 152 | $16.2M | $775,199 | $721,428 |
| 2023 | 144 | $14.1M | $595,764 | $572,057 |
| 2022 | 125 | $12.1M | $670,813 | $539,994 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $59,087 | $25,672 | — | — | — |
| 2023 | $50,729 | $22,737 | — | — | — |
| 2022 | $48,227 | — | — | — | — |