Plan Snapshot
- Plan Sponsor: Canyon View Medical Group Lc
- Sponsor EIN: 841367175
- Sponsor Address: 325 W CENTER STREET, SPANISH FORK, UT, 84660
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $39.3M
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 | 179 | $39.3M | $1.2M | $1.0M |
| 2023 | 178 | $34.5M | $1.1M | $873,627 |
| 2022 | 176 | $28.6M | $1.3M | $889,051 |
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 |
|---|---|---|---|---|
| GILBERT & STEWART | 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 | $109,180 | $22,190 | $72,347 | — | — |
| 2023 | $118,855 | $18,558 | $97,802 | — | — |
| 2022 | $122,444 | — | — | — | $122,444 |