Plan Snapshot
- Plan Sponsor: Calltower, INC.
- Sponsor EIN: 943411257
- Sponsor Address: 10701 S RIVER FRONT PKWY, SOUTH JORDAN, UT, 84095
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $9.5M
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 | 178 | $9.5M | $440,030 | $1.0M |
| 2023 | 151 | $7.1M | $387,643 | $949,261 |
| 2022 | 150 | $5.0M | $262,436 | $892,020 |
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 |
|---|---|---|---|---|
| BAS PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS — 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 | $52,840 | $32,201 | $19,122 | — | — |
| 2023 | $40,271 | $22,833 | $14,222 | — | — |
| 2022 | $31,665 | $17,415 | $14,250 | — | — |