Plan Snapshot
- Plan Sponsor: Mark Miller Holdings, LLC Dba Mark Miller Toyota
- Sponsor EIN: 202210221
- Sponsor Address: 730 S WEST TEMPLE, SALT LAKE CITY, UT, 84101
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $17.5M
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 | 162 | $17.5M | $375,301 | $1.3M |
| 2023 | 150 | $14.5M | $366,051 | $1.2M |
| 2022 | 164 | $11.8M | $331,627 | $1.1M |
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 |
|---|---|---|---|---|
| VALENTINE & CALDWELL CPAS, PC | Auditor | — | — | $0 |
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 | $82,956 | $6,456 | — | — | — |
| 2023 | $67,580 | $4,749 | — | — | — |
| 2022 | $64,209 | $3,536 | $60,673 | — | — |