Plan Snapshot
- Plan Sponsor: Autosavvy Holdings, INC
- Sponsor EIN: 825243381
- Sponsor Address: 2023 S 625 W, WOODS CROSS, UT, 84087
- Plan Type: 401(k)
- Total Participants: 347
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 347 | $4.6M | $426,282 | $698,768 |
| 2023 | 94 | $3.1M | $317,020 | $552,668 |
| 2022 | 265 | $2.0M | $301,654 | $466,949 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $17,753 | — | $17,753 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $16,554 | — | $16,554 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,307
- Estimated Expense Ratio: 0.745% 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 | $32,529 | $15,975 | — | — | — |
| 2023 | $28,559 | $12,603 | — | — | — |
| 2022 | $23,785 | — | $23,785 | — | — |