Plan Snapshot
- Plan Sponsor: O.C. Tanner Company
- Sponsor EIN: 870182665
- Sponsor Address: 1930 SOUTH STATE STREET, SALT LAKE CITY, UT, 84115
- Plan Type: 401(k)
- Total Participants: 1,267
- Total Assets: $345.9M
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 | 1,267 | $345.9M | $11.7M | $11.9M |
| 2023 | 1,228 | $328.2M | $11.0M | $11.3M |
| 2022 | 1,195 | $304.2M | $9.9M | $10.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $213,483 | — | $213,483 |
| ONE DIGITAL TOPCO LLC DBA RESOURCES | NONE | $85,471 | — | $85,471 |
| RESOURCES INVESTMENT ADVISORS, LLC | NONE | $54,346 | — | $54,346 |
| TANNER LLC | NONE | $16,430 | — | $16,430 |
| O C TANNER COMPANY | NONE | $16,390 | — | $16,390 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $386,120
- Estimated Expense Ratio: 0.112% 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 | $386,120 | $156,207 | — | $16,430 | — |
| 2023 | $274,005 | — | — | — | — |
| 2022 | $318,660 | $106,273 | — | — | $15,746 |