Plan Snapshot
- Plan Sponsor: Interiorworx, LLC
- Sponsor EIN: 611729947
- Sponsor Address: 723 W PACIFIC AVE STE 100, SALT LAKE CITY, UT, 841041060
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 231
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 231 | $0 | $0 | $0 |
| 2024 | 266 | $0 | $0 | $0 |
| 2023 | 345 | $0 | $0 | $0 |
| 2022 | 414 | $0 | $0 | $0 |
| 2019 | 446 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| UMR, INC., | Other Service Provider | $165,500 | $11,040 | $176,540 |
| THE BUCKNER COMPANY INC, | Investment Advisor | $59,010 | — | $59,010 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $235,550
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |
| 2019 | — | — | — | — | — |