Plan Snapshot
- Plan Sponsor: Moxtek, INC.
- Sponsor EIN: 870428943
- Sponsor Address: 452 W 1260 N, OREM, UT, 84057
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $27.0M
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 | 219 | $27.0M | $942,165 | $1.3M |
| 2023 | 245 | $24.9M | $970,469 | $1.4M |
| 2022 | 234 | $21.6M | $962,110 | $1.4M |
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 |
|---|---|---|---|---|
| THE PROFESSIONAL FINANCIAL COMPANY | INVESTMENT ADVISOR | $51,338 | — | $51,338 |
| SQUIRE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SQUIRE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,338
- Estimated Expense Ratio: 0.190% 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 | $51,338 | $51,338 | — | — | — |
| 2023 | $45,171 | $45,171 | — | — | — |
| 2022 | $65,314 | $46,150 | $19,164 | — | — |