Plan Snapshot
- Plan Sponsor: Foothill Clinic, LLC
- Sponsor EIN: 841411398
- Sponsor Address: 2295 SOUTH FOOTHILL DRIVE, SALT LAKE CITY, UT, 84109
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $32.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 213 | $32.7M | $1.1M | $559,300 |
| 2023 | 153 | $34.7M | $836,916 | $547,957 |
| 2022 | 147 | $30.1M | $947,846 | $562,434 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $1,311 | — | $879 | — | — |
| 2023 | $2,398 | — | $318 | — | — |
| 2022 | $1,538 | $238 | — | — | $1,300 |