# Revere Health 401(k) Plan
Source: https://planprovider.pro/companies/central-utah-clinic-401k-plan

> Revere Health's 401(k) plan: 2,191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Revere Health

- **Sponsor EIN:** 870281028

- **Sponsor Address:** 1055 NORTH 500 WEST, PROVO, UT, 84604

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

- **Total Participants:** 2,191

- **Total Assets:** $254.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|2,191|$254.8M|$16.5M|$4.6M|

| 2023|2,003|$219.7M|$15.4M|$4.1M|

| 2022|2,046|$183.8M|$14.4M|$3.6M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$114,080|—|$114,080|

| KESTRA ADVISORY SERVICES LLC|INVESTMENT ADVISOR|$71,500|—|$71,500|

| FUTUREPLAN BY ASCENSUS - KRAVITZ|AUDITOR|$17,250|—|$17,250|

| EIDE BAILLY LLC|Auditor|$17,250|—|$17,250|

| EIDE BAILLY LLP|OTHER|$7,378|—|$7,378|

### Verified Provider Profiles

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

- [EIDE BAILLY LLC](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — OTHER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $227,458

- **Estimated Expense Ratio:** 0.089% 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|$181,906|$45,467|—|$17,250|—|

| 2023|$225,625|$71,500|$139,125|$15,000|—|

| 2022|$344,543|$71,500|$192,884|—|$14,000|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/central-utah-clinic-401k-plan)

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