Plan Snapshot
- Plan Sponsor: Eluma, LLC
- Sponsor EIN: 453162889
- Sponsor Address: 2801 N THANKSGIVING WAY, STE 170, LEHI, UT, 84043
- Plan Type: 401(k)
- Total Participants: 52
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 52 | $3.0M | $203,521 | $381,216 |
| 2023 | 52 | $2.1M | $208,924 | $354,613 |
| 2022 | 64 | $1.4M | $207,742 | $337,630 |
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 |
|---|---|---|---|---|
| SCOTT MILLER CPA & ASSOCIATES INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCOTT MILLER CPA & ASSOCIATES INC. — 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 | $206,449 | — | $22,320 | — | — |
| 2023 | $12,492 | $5,485 | — | — | — |
| 2022 | $6,250 | $6,250 | — | — | — |