Plan Snapshot
- Plan Sponsor: Nuvia Mso, LLC
- Sponsor EIN: 844528017
- Sponsor Address: 7884 S HIGHLAND DRIVE, COTTONWOOD HEIGHTS, UT, 84121
- Plan Type: 401(k)
- Total Participants: 1,555
- Total Assets: $6.7M
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 | 1,555 | $6.7M | $810,147 | $3.2M |
| 2023 | 774 | $2.7M | $422,598 | $1.7M |
| 2022 | 292 | $494,380 | $0 | $522,911 |
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 |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | Recordkeeper | $51,620 | — | $51,620 |
| ASHWORTH WEALTH, LLC | Other Service Provider | $20,478 | — | $20,478 |
| HEALTHEQUITY RETIREMENT SERVICES, L | Other Service Provider | $10,239 | — | $10,239 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,337
- Estimated Expense Ratio: 1.225% 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 | $83,875 | $21,297 | $61,859 | — | — |
| 2023 | $29,263 | $6,012 | $10,091 | — | — |
| 2022 | $5,656 | $901 | $4,755 | — | — |