# Medical Priority Consultants, INC. 401(k) Plan
Source: https://planprovider.pro/companies/medical-priority-consultants-inc-401k-plan

> Medical Priority Consultants, INC.'s 401(k) plan: 256 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Medical Priority Consultants, INC.

- **Sponsor EIN:** 870447422

- **Sponsor Address:** 110 S. REGENT STREET, SALT LAKE CITY, UT, 84111

- **Plan Type:** 401(k)

- **Total Participants:** 256

- **Total Assets:** $28.7M

## 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|256|$28.7M|$1.5M|$2.3M|

| 2023|238|$24.2M|$1.3M|$1.9M|

| 2022|197|$18.2M|$1.0M|$1.5M|

## 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|

| SOLTIS INVESTMENT ADVISORS LLC|INVESTMENT ADV/ADVISOR|$57,873|—|$57,873|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$45,780|—|$45,780|

| TANNER, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SOLTIS INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/soltis-investment-advisors) — INVESTMENT ADV/ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [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:** $103,653

- **Estimated Expense Ratio:** 0.362% 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|$103,653|$42,257|—|—|—|

| 2023|$110,589|$68,654|—|—|—|

| 2022|$82,138|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/medical-priority-consultants-inc-401k-plan)

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