# O.C. Tanner Company 401(k) Plan
Source: https://planprovider.pro/companies/o-c-tanner-company-401k-plan

> O.C. Tanner Company's 401(k) plan: 1,267 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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