Plan Snapshot
- Plan Sponsor: Handi Quilter, INC.
- Sponsor EIN: 263861600
- Sponsor Address: 501 N 400 W, NORTH SALT LAKE, UT, 84054
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $3.9M
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 | 102 | $3.9M | $162,806 | $415,323 |
| 2023 | 106 | $3.6M | $185,253 | $470,470 |
| 2022 | 114 | $2.8M | $49,378 | $129,227 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY 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 | $44,141 | $43,734 | — | — | — |
| 2023 | $25,206 | $7,977 | $17,229 | — | — |
| 2022 | $7,905 | $2,254 | $5,376 | — | $275 |