# John C. Heath, Attorney At Law, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/john-c-heath-attorney-at-law-pllc-401k-plan

> John C. Heath, Attorney At Law, PLLC's 401(k) plan: 56 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** John C. Heath, Attorney At Law, PLLC

- **Sponsor EIN:** 342038362

- **Sponsor Address:** 257 EAST 200 SOUTH, SALT LAKE CITY, UT, 84111

- **Plan Type:** 401(k)

- **Total Participants:** 56

- **Total Assets:** $3.3M

## 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.|

| 2023|56|$3.3M|$136,758|$247,843|

| 2022|213|$3.3M|$247,877|$439,849|

## 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|

| TRAVELLER AND COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRAVELLER AND COMPANY, LLC](https://planprovider.pro/provider/traveller-and-company-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|

| 2023|$18,977|—|—|—|—|

| 2022|$17,439|—|—|—|—|

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