Plan Snapshot
- Plan Sponsor: Netdocuments Software, INC.
- Sponsor EIN: 870551580
- Sponsor Address: 2500 W EXECUTIVE PARKWAY SUITE 350, LEHI, UT, 84043
- Plan Type: 401(k)
- Total Participants: 374
- Total Assets: $21.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 374 | $21.9M | $1.5M | $3.1M |
| 2023 | 334 | $16.5M | $1.4M | $2.8M |
| 2022 | 302 | $10.0M | $1.2M | $2.0M |
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 |
|---|---|---|---|---|
| SQUIRE WEALTH ADVISORS | ADVISOR | $48,490 | — | $48,490 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $44,193 | — | $44,193 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SQUIRE WEALTH ADVISORS — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,683
- Estimated Expense Ratio: 0.422% 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 | $92,683 | $48,490 | — | — | — |
| 2023 | $69,612 | $39,630 | — | — | — |
| 2022 | $43,848 | — | — | — | — |