Plan Snapshot
- Plan Sponsor: Domo, INC.
- Sponsor EIN: 870554725
- Sponsor Address: 802 EAST 1050 SOUTH, AMERICAN FORK, UT, 840035625
- Plan Type: 401(k)
- Total Participants: 687
- Total Assets: $123.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 687 | $123.4M | $4.0M | $8.1M |
| 2023 | 741 | $105.6M | $4.3M | $8.6M |
| 2022 | 762 | $82.8M | $4.5M | $8.8M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | ADVISOR | $44,995 | — | $44,995 |
| LEAFHOUSE | INVESTMENT ADVISOR | $43,821 | — | $43,821 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $41,652 | — | $41,652 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $21,260 | — | $21,260 |
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- TANNER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,728
- Estimated Expense Ratio: 0.123% 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 | $151,510 | $110,076 | $2,100 | — | — |
| 2023 | $129,166 | $94,556 | $300 | — | — |
| 2022 | $119,395 | $6,427 | — | — | — |