Plan Snapshot
- Plan Sponsor: Kirton Mcconkie
- Sponsor EIN: 870375296
- Sponsor Address: 50 EAST SOUTH TEMPLE, SALT LAKE CITY, UT, 841111032
- Plan Type: 401(k)
- Total Participants: 297
- Total Assets: $108.7M
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 | 297 | $108.7M | $4.0M | $3.3M |
| 2023 | 230 | $100.0M | $3.6M | $3.0M |
| 2022 | 215 | $86.1M | $3.2M | $2.6M |
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 | $9,685 | — | $9,685 |
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: $9,685
- Estimated Expense Ratio: 0.009% 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 |
|---|---|---|---|---|---|
| 2024 | $258,914 | $203,179 | $10,000 | $9,685 | — |
| 2023 | $228,007 | $174,876 | $18,898 | — | — |
| 2022 | $219,797 | $168,703 | — | — | $8,040 |