Plan Snapshot
- Plan Sponsor: Donorconnect
- Sponsor EIN: 870447660
- Sponsor Address: 6065 S FASHION BLVD., MURRAY, UT, 84107
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 194 | $15.0M | $838,067 | $887,196 |
| 2023 | 156 | $12.3M | $599,183 | $655,310 |
| 2022 | 139 | $12.0M | $506,062 | $558,331 |
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 |
|---|---|---|---|---|
| METZ CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, LLC — 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 | $65,676 | $27,342 | $38,334 | — | — |
| 2023 | $64,667 | $26,671 | $37,996 | — | — |
| 2022 | $64,531 | — | $64,531 | — | — |