Plan Snapshot
- Plan Sponsor: Computer Marketing Corporation
- Sponsor EIN: 870336379
- Sponsor Address: 8520 SOUTH SANDY PARKWAY, SANDY, UT, 84070
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $26.7M
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 | 161 | $26.7M | $528,036 | $779,079 |
| 2023 | 151 | $23.9M | $496,962 | $715,797 |
| 2022 | 143 | $20.2M | $485,572 | $656,930 |
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 |
|---|---|---|---|---|
| IRON GATE GLOBAL ADVISORS LLC | ADVISOR | $42,211 | — | $42,211 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $21,538 | — | $21,538 |
| TRAVELLER & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- TRAVELLER & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,749
- Estimated Expense Ratio: 0.239% 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 | $63,749 | $42,211 | — | — | — |
| 2023 | $56,386 | $36,569 | — | — | — |
| 2022 | $56,033 | — | — | — | — |