Plan Snapshot
- Plan Sponsor: Granger Medical Clinic, P.C.
- Sponsor EIN: 870284475
- Sponsor Address: 995 W LEVOY DR, TAYLORSVILLE, UT, 84123
- Plan Type: 401(k)
- Total Participants: 921
- Total Assets: $92.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 921 | $92.9M | $3.4M | $4.5M |
| 2023 | 845 | $89.2M | $3.4M | $4.4M |
| 2022 | 850 | $76.1M | $3.4M | $4.1M |
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 | $118,028 | — | $118,028 |
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $63,000 | — | $63,000 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $41,565 | — | $41,565 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $23,033 | — | $23,033 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $245,626
- Estimated Expense Ratio: 0.265% 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 | $245,541 | $127,599 | — | — | — |
| 2023 | $228,618 | $98,100 | — | — | — |
| 2022 | $244,165 | $20,687 | — | — | — |