Plan Snapshot
- Plan Sponsor: Connexus Resource Group, INC.
- Sponsor EIN: 831263291
- Sponsor Address: 792 E 280 S STREET, AMERICAN FORK, UT, 84003
- Plan Type: 401(k)
- Total Participants: 2,386
- Total Assets: $8.1M
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 | 2,386 | $8.1M | $0 | $1.4M |
| 2023 | 2,192 | $6.9M | $0 | $1.8M |
| 2022 | 2,385 | $5.9M | $0 | $1.9M |
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 | $147,179 | — | $147,179 |
| CLIFTON LARSON ALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,179
- Estimated Expense Ratio: 1.817% 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 | $151,894 | — | — | — | — |
| 2023 | $290,031 | — | $290,031 | — | — |
| 2022 | $268,796 | $14,003 | $245,964 | — | $8,829 |