Plan Snapshot
- Plan Sponsor: Lisbon Valley Mining Company
- Sponsor EIN: 841422662
- Sponsor Address: 301 SOUTH 400 EAST, MOAB, UT, 84532
- Plan Type: 401(k)
- Total Participants: 70
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 70 | $3.9M | $377,139 | $459,362 |
| 2023 | 116 | $3.1M | $295,601 | $374,230 |
| 2022 | 97 | $2.4M | $255,536 | $332,688 |
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 |
|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS. | NONE | $16,878 | — | $16,878 |
| THE VANGUARD GROUP, INC. | NONE | $7,168 | — | $7,168 |
| SSA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- SSA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,046
- Estimated Expense Ratio: 0.623% 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 | $24,046 | $16,878 | $7,168 | — | — |
| 2023 | $17,110 | $12,306 | $4,804 | — | — |
| 2022 | $17,594 | $13,763 | $3,831 | — | — |