Plan Snapshot
- Plan Sponsor: Infotrax Systems
- Sponsor EIN: 870584415
- Sponsor Address: 1875 SOUTH STATE STREET SUITE 3000, OREM, UT, 84097
- Plan Type: 401(k)
- Total Participants: 36
- Total Assets: $11.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 36 | $11.1M | $251,407 | $324,522 |
| 2023 | 44 | $11.6M | $424,009 | $205,334 |
| 2022 | 45 | $10.7M | $287,048 | $386,634 |
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 | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY — 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 | $50,236 | $43,108 | — | — | — |
| 2023 | $23,645 | $23,345 | — | — | — |
| 2022 | $96,883 | $93,883 | $3,000 | — | — |