Plan Snapshot
- Plan Sponsor: Entrata, INC.
- Sponsor EIN: 861072180
- Sponsor Address: 4205 CHAPEL RIDGE ROAD, LEHI, UT, 84048
- Plan Type: 401(k)
- Total Participants: 1,278
- Total Assets: $60.9M
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 | 1,278 | $60.9M | $2.7M | $8.8M |
| 2023 | 1,361 | $47.0M | $2.6M | $8.4M |
| 2022 | 1,485 | $31.5M | $2.0M | $6.4M |
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 | $121,327 | — | $121,327 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $83,423 | — | $83,423 |
| WSRP, LLC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- WSRP, LLC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $204,750
- Estimated Expense Ratio: 0.336% 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 | $204,750 | $83,423 | $300 | — | — |
| 2023 | $168,995 | $71,759 | $1,200 | — | — |
| 2022 | $110,680 | — | — | — | — |