Plan Snapshot
- Plan Sponsor: Mountain Medical Physician Specialists, P.C.
- Sponsor EIN: 870565773
- Sponsor Address: 5334 S. WOODROW STREET, SUITE 100, MURRAY, UT, 84123
- Plan Type: 401(k)
- Total Participants: 61
- Total Assets: $19.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 61 | $19.3M | $872,690 | $514,157 |
| 2023 | 70 | $17.9M | $978,491 | $604,107 |
| 2022 | 74 | $17.8M | $973,548 | $498,435 |
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 |
|---|---|---|---|---|
| RICHEY, MAY & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY, MAY & CO., LLP — 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 | $31,900 | — | — | — | — |
| 2023 | $32,641 | $3,783 | — | — | — |
| 2022 | $50,621 | $262 | — | — | $50,359 |