Plan Snapshot
- Plan Sponsor: Inwest Title Services, INC.
- Sponsor EIN: 870470582
- Sponsor Address: P.O. BOX 3309, OGDEN, UT, 84409
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $7.4M
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 | 75 | $7.4M | $56,816 | $285,990 |
| 2023 | 87 | $6.7M | $62,963 | $318,810 |
| 2022 | 111 | $5.6M | $78,537 | $405,471 |
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 |
|---|---|---|---|---|
| A+P CPAS | Auditor | — | — | $0 |
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 | $3,229 | — | $3,229 | — | — |
| 2023 | $5,699 | — | $5,699 | — | — |
| 2022 | $5,115 | — | $5,115 | — | — |