Plan Snapshot
- Plan Sponsor: Mastercontrol Solutions, INC.
- Sponsor EIN: 870662434
- Sponsor Address: 6350 S 3000 E, SALT LAKE CITY, UT, 84121
- Plan Type: 401(k)
- Total Participants: 639
- Total Assets: $63.7M
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 | 639 | $63.7M | $1.6M | $7.8M |
| 2023 | 639 | $50.6M | $1.6M | $7.1M |
| 2022 | 644 | $37.1M | $1.2M | $6.0M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $66,637 | — | $66,637 |
| LPL FINANCIAL CORPORATION RPCP | INVESTMENT/FINANCIAL ADVI | $61,867 | — | $61,867 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- LPL FINANCIAL CORPORATION RPCP — INVESTMENT/FINANCIAL ADVI
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,504
- Estimated Expense Ratio: 0.202% 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 | $128,504 | $61,867 | — | — | — |
| 2023 | $159,211 | $96,388 | — | — | — |
| 2022 | $169,307 | — | — | — | — |