Plan Snapshot
- Plan Sponsor: Avalon Health Care, INC.
- Sponsor EIN: 870462037
- Sponsor Address: 206 NORTH 2100 WEST, SALT LAKE CITY, UT, 84116
- Plan Type: 401(k)
- Total Participants: 1,996
- Total Assets: $29.5M
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 | 1,996 | $29.5M | $529,233 | $2.9M |
| 2023 | 2,303 | $29.0M | $461,100 | $3.5M |
| 2022 | 3,980 | $34.4M | $422,089 | $6.3M |
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 |
|---|---|---|---|---|
| JONES SIMKINS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES SIMKINS 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 | $239,473 | $113,347 | $34,684 | — | — |
| 2023 | $512,942 | $260,575 | $252,367 | — | — |
| 2022 | $611,993 | $189,453 | — | — | $403,574 |