Plan Snapshot
- Plan Sponsor: Backstage Library Works
- Sponsor EIN: 870616146
- Sponsor Address: 25 E 1700 S, PROVO, UT, 84606
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 148 | $7.7M | $276,053 | $339,676 |
| 2023 | 133 | $6.7M | $285,064 | $340,451 |
| 2022 | 134 | $5.3M | $271,497 | $307,681 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $29,285 | — | $29,285 |
| KESTRA INVESTMENT SERVICES LLC | Investment Advisor | $17,361 | — | $17,361 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- KESTRA INVESTMENT SERVICES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,646
- Estimated Expense Ratio: 0.608% 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 | $46,646 | $17,361 | — | — | — |
| 2023 | $38,253 | $14,329 | — | — | — |
| 2022 | $45,901 | — | — | — | — |