Plan Snapshot
- Plan Sponsor: Moab Valley Healthcare, INC.
- Sponsor EIN: 870543342
- Sponsor Address: 450 WEST WILLIAMS WAY, MOAB, UT, 84532
- Plan Type: 403(b)
- Total Participants: 311
- Total Assets: $24.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 311 | $24.9M | $804,924 | $1.7M |
| 2023 | 299 | $21.2M | $708,593 | $1.6M |
| 2022 | 294 | $16.2M | $634,030 | $1.3M |
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, INC. | ADVISOR | $54,851 | — | $54,851 |
| NEWPORT GROUP, INC. | RECORDKEEPER | $42,342 | — | $42,342 |
| NEWPORT TRUST COMPANY | TRUSTEE | $9,291 | — | $9,291 |
| DZA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DZA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,484
- Estimated Expense Ratio: 0.428% 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 | $106,485 | $54,851 | $28,065 | — | — |
| 2023 | $87,905 | $35,292 | $35,065 | — | — |
| 2022 | $79,426 | $43,867 | $29,059 | — | $6,500 |