Plan Snapshot
- Plan Sponsor: Casper'S Ice Cream LLC
- Sponsor EIN: 870294727
- Sponsor Address: 11805 N 200 E, RICHMOND, UT, 84333
- Plan Type: 401(k)
- Total Participants: 224
- Total Assets: $8.3M
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 | 224 | $8.3M | $471,635 | $576,862 |
| 2023 | 193 | $7.6M | $429,254 | $595,608 |
| 2022 | 206 | $5.9M | $371,758 | $574,293 |
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 | $75,982 | $43,182 | $31,291 | — | — |
| 2023 | $63,867 | $35,533 | $24,393 | — | — |
| 2022 | $65,149 | $36,297 | $28,852 | — | — |