Plan Snapshot
- Plan Sponsor: Jas. D. Easton, INC.
- Sponsor EIN: 951787603
- Sponsor Address: 2150 SOUTH 1300 EAST, SUITE 450, SALT LAKE CITY, UT, 84106
- Plan Type: 401(k)
- Total Participants: 492
- Total Assets: $56.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 492 | $56.4M | $698,570 | $2.5M |
| 2023 | 440 | $51.9M | $729,661 | $2.6M |
| 2022 | 567 | $46.8M | $710,524 | $2.5M |
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 |
|---|---|---|---|---|
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — 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 | $67,766 | $11,104 | $1,200 | — | — |
| 2023 | $67,217 | $8,005 | $300 | — | — |
| 2022 | $76,540 | $7,047 | — | — | — |