Plan Snapshot
- Plan Sponsor: Intermountain Home Services, LLC
- Sponsor EIN: 853904226
- Sponsor Address: 3536 SOUTH 1950 WEST, WEST VALLEY, UT, 84119
- Plan Type: 401(k)
- Total Participants: 416
- Total Assets: $6.6M
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 | 416 | $6.6M | $757,965 | $1.2M |
| 2023 | 460 | $4.8M | $437,087 | $799,986 |
| 2022 | 644 | $884,996 | $0 | $195,424 |
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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — 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 | $43,621 | — | $43,621 | — | — |
| 2023 | $35,820 | — | $35,820 | — | — |
| 2022 | $9,985 | — | $9,985 | — | — |