Plan Snapshot
- Plan Sponsor: Mountain Land Rehabilitation, LLC
- Sponsor EIN: 870574059
- Sponsor Address: 1952 EAST 7000 SOUTH #100, SALT LAKE CITY, UT, 84121
- Plan Type: 401(k)
- Total Participants: 1,073
- Total Assets: $17.2M
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 | 1,073 | $17.2M | $535,154 | $1.2M |
| 2023 | 448 | $13.0M | $320,151 | $772,306 |
| 2022 | 394 | $11.0M | $347,019 | $822,695 |
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 | ADVISOR | $34,869 | — | $34,869 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $13,668 | — | $13,668 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,648 | — | $7,648 |
| TRAVELLER AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SOLTIS INVESTMENT ADVISORS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- TRAVELLER AND COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,185
- Estimated Expense Ratio: 0.327% 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 | $56,185 | $42,517 | — | — | — |
| 2023 | $49,315 | $32,891 | — | $5,964 | — |
| 2022 | $54,134 | $2,993 | — | — | — |