Plan Snapshot
- Plan Sponsor: Hb Intermountain Holdings, LLC
- Sponsor EIN: 422402549
- Sponsor Address: 14761 S FUTURE WAY STE 101, DRAPER, UT, 84020
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $17.0M
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 | 286 | $17.0M | $378,271 | $1.6M |
| 2023 | 275 | $14.3M | $337,442 | $1.4M |
| 2022 | 244 | $11.0M | $271,246 | $1.3M |
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 |
|---|---|---|---|---|
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER 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 | $70,849 | $35,311 | — | — | — |
| 2023 | $52,899 | $28,810 | — | — | — |
| 2022 | $47,280 | $27,501 | $19,779 | — | — |