Plan Snapshot
- Plan Sponsor: Happy Delivery LLC
- Sponsor EIN: 871780449
- Sponsor Address: 4607 WEST DAY BREAK PKWY, SOUTH JORDAN, UT, 84009
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $527,464
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 | 202 | $527,464 | $80,337 | $186,733 |
| 2023 | 141 | $269,056 | $62,712 | $144,338 |
| 2022 | 34 | $39,620 | $8,241 | $31,509 |
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 |
|---|---|---|---|---|
| PW PARTNERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PW PARTNERS LLC — 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 | $1,857 | $1,857 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |