# Entrata, INC. 401(k) Plan
Source: https://planprovider.pro/companies/entrata-inc-401k-plan

> Entrata, INC.'s 401(k) plan: 1,278 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

- [WSRP, LLC.](https://planprovider.pro/provider/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|—|—|—|—|

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