Plan Snapshot
- Plan Sponsor: Imsar LLC
- Sponsor EIN: 201852461
- Sponsor Address: 940 S 2000 W STE 140, SPRINGVILLE, UT, 846633198
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $8.6M
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 | 113 | $8.6M | $327,254 | $545,443 |
| 2023 | 84 | $6.8M | $304,392 | $478,296 |
| 2022 | 106 | $5.5M | $312,665 | $495,891 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $23,809 | — | $23,809 |
| LARSON & COMPANY PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- LARSON & COMPANY PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,809
- Estimated Expense Ratio: 0.278% 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 | $25,840 | $1,431 | $23,549 | — | — |
| 2023 | $22,115 | $1,172 | $20,083 | — | — |
| 2022 | $18,812 | $465 | $18,347 | — | — |