# Kirton Mcconkie 401(k) Plan
Source: https://planprovider.pro/companies/kirton-mcconkie-401k-plan

> Kirton Mcconkie's 401(k) plan: 297 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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