Plan Snapshot
- Plan Sponsor: Blue Mountain Energy, INC.
- Sponsor EIN: 521173220
- Sponsor Address: 10714 SOUTH JORDAN GATEWAY, SOUTH JORDAN, UT, 84095
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $14.8M
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 | 123 | $14.8M | $711,656 | $870,375 |
| 2023 | 133 | $12.5M | $725,847 | $881,876 |
| 2022 | 123 | $11.0M | $746,892 | $896,661 |
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 |
|---|---|---|---|---|
| VALENTINE AND CALDWELL CPAS, PC | Auditor | — | — | $0 |
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 | $13,744 | — | — | — | — |
| 2023 | $11,623 | — | — | — | — |
| 2022 | $10,714 | — | — | — | — |