Plan Snapshot
- Plan Sponsor: Cutter Holding Company
- Sponsor EIN: 860886671
- Sponsor Address: 2802 E. OLD TOWER ROAD, PHOENIX, AZ, 850346000
- Plan Type: 401(k)
- Total Participants: 331
- Total Assets: $16.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 331 | $16.3M | $359,270 | $1.4M |
| 2023 | 299 | $13.5M | $468,204 | $1.3M |
| 2022 | 310 | $11.6M | $294,090 | $1.1M |
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 | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY — 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 | $52,864 | $15,521 | — | — | — |
| 2023 | $72,060 | $18,427 | — | — | — |
| 2022 | $77,725 | — | — | — | $77,725 |