Plan Snapshot
- Plan Sponsor: Conservice, LLC
- Sponsor EIN: 870660875
- Sponsor Address: 750 S GATEWAY DRIVE, RIVER HEIGHTS, UT, 84321
- Plan Type: 401(k)
- Total Participants: 3,211
- Total Assets: $67.7M
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 | 3,211 | $67.7M | $3.0M | $9.4M |
| 2023 | 3,068 | $49.3M | $2.4M | $7.9M |
| 2022 | 2,518 | $33.7M | $2.0M | $6.6M |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — 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 | $179,467 | $79,072 | — | — | — |
| 2023 | $125,367 | $59,061 | $300 | — | — |
| 2022 | $113,962 | — | — | — | — |