Plan Snapshot
- Plan Sponsor: Mountain West Brands, LLC
- Sponsor EIN: 832188650
- Sponsor Address: 744 E 400 S, SALT LAKE CITY, UT, 841022902
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 963
- Total Assets: $5.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 963 | $5.1M | $52,549 | $211,177 |
| 2024 | 800 | $4.5M | $51,996 | $172,652 |
| 2023 | 800 | $4.4M | $54,058 | $165,042 |
| 2022 | 79 | $4.1M | $69,989 | $196,041 |
| 2021 | 91 | $4.7M | $68,014 | $195,554 |
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 |
|---|---|---|---|---|
| EIDE BAILLY, LLP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $254,473 | — | — | — | — |
| 2024 | $1,615 | — | — | — | — |
| 2023 | $734 | — | — | — | — |
| 2022 | $849 | — | — | — | — |
| 2021 | $1,574 | — | — | — | — |