Plan Snapshot
- Plan Sponsor: Energy Exemplar LLC
- Sponsor EIN: 202473325
- Sponsor Address: 420 EAST SOUTH TEMPLE, SUITE 300, SALT LAKE CITY, UT, 84111
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 128 | $13.0M | $520,378 | $1.8M |
| 2023 | 119 | $9.6M | $327,720 | $1.3M |
| 2022 | 115 | $7.5M | $324,238 | $1.2M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | SERVICE PROVIDER | — | $26,342 | $26,342 |
| ASCENSUS | THIRD PARTY ADMINISTRATO | — | $5,320 | $5,320 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — SERVICE PROVIDER
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,662
- Estimated Expense Ratio: 0.244% 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 | $3,100 | — | $3,100 | — | — |
| 2023 | $2,455 | — | $2,455 | — | — |
| 2022 | $2,095 | $2,095 | — | — | — |