# Fred A. Moreton & Company 401(k) Plan
Source: https://planprovider.pro/companies/fred-a-moreton-company-401k-plan

> Fred A. Moreton & Company's 401(k) plan: 230 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fred A. Moreton & Company

- **Sponsor EIN:** 870218394

- **Sponsor Address:** 101 SOUTH 200 EAST, SUITE 300, SALT LAKE CITY, UT, 841113107

- **Plan Type:** 401(k)

- **Total Participants:** 230

- **Total Assets:** $66.5M

## 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|230|$66.5M|$2.2M|$1.9M|

| 2023|232|$62.9M|$1.8M|$1.8M|

| 2022|222|$55.7M|$1.8M|$1.6M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$268,632|—|$268,632|

| SOLTIS INVESTMENT ADVISORS, LLC|CONTRACT ADMINISTRATOR|$28,802|$100,061|$128,863|

| TANNER LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SOLTIS INVESTMENT ADVISORS, LLC](https://planprovider.pro/provider/soltis-investment-advisors) — CONTRACT ADMINISTRATOR

- [TANNER LLC](https://planprovider.pro/provider/tanner-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $397,495

- **Estimated Expense Ratio:** 0.597% 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|$297,434|$22,564|$274,870|—|—|

| 2023|$197,667|$19,999|$177,668|—|—|

| 2022|$142,582|$92,788|$49,494|—|—|

## Similar Plans

- [Pcf Insurance Services Of The West, LLC](https://planprovider.pro/companies/pcf-insurance-services-of-the-west-llc-401k-plan) — 2,693 participants

- [Leavitt Group Enterprises, INC.](https://planprovider.pro/companies/leavitt-group-enterprises-inc-401k-plan) — 2,895 participants

- [Helpside INC.](https://planprovider.pro/companies/helpside-inc-401k-plan) — 9,010 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fred-a-moreton-company-401k-plan)

© 2026 PlanProvider.Pro