Plan Snapshot
- Plan Sponsor: Mid-State Consultants
- Sponsor EIN: 870278655
- Sponsor Address: 1475 N 200 WEST, NEPHI, UT, 84648
- Plan Type: DC
- Plan Number: 001
- Total Participants: 158
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 158 | $12.5M | $0 | $0 |
| 2022 | 158 | $11.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| PFG | Other Service Provider | $58,539 | — | $58,539 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $36,189 | $1 | $36,190 |
| JOHN ZOLLO | Recordkeeper | $16,000 | — | $16,000 |
| LARSON & COMPANY, P.C. | Auditor | $10,056 | — | $10,056 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
- JOHN ZOLLO — Recordkeeper
- LARSON & COMPANY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,785
- Estimated Expense Ratio: 0.968% 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 |
|---|---|---|---|---|---|
| 2023 | $84,595 | — | — | — | — |
| 2022 | $132,028 | — | $132,028 | — | — |