Plan Snapshot
- Plan Sponsor: John H. Firmage, INC.
- Sponsor EIN: 870481688
- Sponsor Address: 4735 SOUTH STATE STREET, MURRAY, UT, 84107
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $14.6M
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 | 221 | $14.6M | $418,356 | $731,829 |
| 2023 | 231 | $15.4M | $409,065 | $724,414 |
| 2022 | 201 | $15.3M | $358,317 | $722,229 |
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 |
|---|---|---|---|---|
| BOUNTIFUL PEAK ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOUNTIFUL PEAK ADVISORS — 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 | $1,852 | — | — | — | — |
| 2023 | $1,223 | — | $1,173 | — | — |
| 2022 | $445 | — | $400 | — | $45 |