Plan Snapshot
- Plan Sponsor: Eco Material Technologies INC.
- Sponsor EIN: 873609739
- Sponsor Address: 10701 S RIVER FRONT PARKWAY, SOUTH JORDAN, UT, 84095
- Plan Type: 401(k)
- Total Participants: 1,109
- Total Assets: $127.6M
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 | 1,109 | $127.6M | $2.7M | $5.7M |
| 2023 | 868 | $123.4M | $2.5M | $5.0M |
| 2022 | 992 | $109.8M | $2.0M | $4.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $124,664 | — | $124,664 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $10,856 | — | $10,856 |
| TRAVELLER & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- TRAVELLER & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,520
- Estimated Expense Ratio: 0.106% 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 | $135,520 | $10,856 | $1,500 | — | — |
| 2023 | $165,688 | $7,678 | — | — | — |
| 2022 | $203,684 | $58 | — | — | — |