Plan Snapshot
- Plan Sponsor: Motivhealth Insurance Company
- Sponsor EIN: 473906935
- Sponsor Address: 10421 S JORDAN GTWY, SOUTH JORDAN, UT, 84095
- Plan Type: DC
- Total Participants: 198
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 198 | $4.9M | $406,115 | $747,031 |
| 2023 | 186 | $3.8M | $349,064 | $660,596 |
| 2022 | 143 | $2.8M | $290,917 | $558,968 |
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 |
|---|---|---|---|---|
| BAS PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS — Auditor
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 | $21,842 | $840 | $20,229 | — | — |
| 2023 | $21,192 | $625 | $14,089 | — | — |
| 2022 | $18,665 | $1,037 | $17,628 | — | — |