Plan Snapshot
- Plan Sponsor: Hirevue, INC.
- Sponsor EIN: 202438190
- Sponsor Address: 9800 S MONROE STREET, SANDY, UT, 84070
- Plan Type: 401(k)
- Total Participants: 310
- Total Assets: $41.1M
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 | 310 | $41.1M | $1.6M | $3.7M |
| 2023 | 356 | $35.4M | $1.7M | $3.8M |
| 2022 | 330 | $23.5M | $1.3M | $3.0M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $41,250 | — | $41,250 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | $22,105 | — | $22,105 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $9,619 | — | $9,619 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
- MORGAN STANLEY SMITH BARNEY LLC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,974
- Estimated Expense Ratio: 0.178% 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 | $72,974 | $63,355 | — | — | — |
| 2023 | $72,256 | — | — | — | — |
| 2022 | $36,018 | — | — | — | — |