Plan Snapshot
- Plan Sponsor: Gunthers, INC.
- Sponsor EIN: 870259802
- Sponsor Address: 81 SOUTH 700 EAST, AMERICAN FORK, UT, 84003
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 137 | $9.0M | $135,664 | $700,255 |
| 2023 | 123 | $7.9M | $238,625 | $432,031 |
| 2022 | 102 | $6.2M | $0 | $591,900 |
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 |
|---|---|---|---|---|
| GILBERT & STEWART CPA | Auditor | — | — | $0 |
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 | $16,833 | — | $5,830 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |