Plan Snapshot
- Plan Sponsor: Driggs, Bills & Day, P.C.
- Sponsor EIN: 870551087
- Sponsor Address: 737 EAST WINCHESTER ST, SALT LAKE CITY, UT, 84107
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 172 | $7.6M | $0 | $748,563 |
| 2023 | 122 | $6.3M | $0 | $626,825 |
| 2022 | 127 | $4.8M | $0 | $540,400 |
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 |
|---|---|---|---|---|
| RICHEY, MAY & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY, MAY & CO., 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 | $33,400 | $27,475 | — | — | — |
| 2023 | $231,893 | — | $28,237 | — | — |
| 2022 | $85,823 | — | $26,773 | — | — |