Plan Snapshot
- Plan Sponsor: Investment Property Group Ut
- Sponsor EIN: 861283995
- Sponsor Address: 136 HEBER AVENUE, PARK CITY, UT, 84060
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 479
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 479 | $9.7M | $0 | $0 |
| 2024 | 360 | $7.0M | $559,724 | $1.1M |
| 2023 | 356 | $5.1M | $465,292 | $881,545 |
| 2022 | 324 | $3.9M | $398,535 | $760,094 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $11,988 | — | $11,988 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,988
- Estimated Expense Ratio: 0.124% 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 |
|---|---|---|---|---|---|
| 2025 | $783,748 | $3,787 | — | — | — |
| 2024 | $12,735 | $225 | — | — | — |
| 2023 | $4,846 | $150 | — | — | — |
| 2022 | $4,789 | — | — | — | — |