# Ballet West 401(k) Plan
Source: https://planprovider.pro/companies/ballet-west-870264274-001

> Ballet West's 401(k) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ballet West

- **Sponsor EIN:** 870264274

- **Sponsor Address:** 52 W 200 SOUTH, SALT LAKE CITY, UT, 84101

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 149

- **Total Assets:** $3.1M

## 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|149|$3.1M|$11|$256,299|

| 2023|130|$2.6M|$0|$227,934|

| 2022|121|$2.1M|$0|$193,924|

## 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|$14,882|—|$14,882|

| GLOBAL RETIREMENT PARTNERS LLC|Investment Advisor|$6,976|$5|$6,981|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,863

- **Estimated Expense Ratio:** 0.699% 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|$21,861|$6,979|$14,882|—|—|

| 2023|$17,190|$5,658|$11,532|—|—|

| 2022|$14,129|$4,465|$9,664|—|—|

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