Plan Snapshot
- Plan Sponsor: Odyssey House Of Utah
- Sponsor EIN: 870292487
- Sponsor Address: 117 WEST 400 SOUTH, SALT LAKE CITY, UT, 84101
- Plan Type: 403(b)
- Total Participants: 439
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 439 | $6.6M | $0 | $0 |
| 2023 | 420 | $5.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| SHAW & CO PC DBA BOUNTIFUL PEAK ADV | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SHAW & CO PC DBA BOUNTIFUL PEAK ADV — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $68,381 | $9,247 | $59,134 | — | — |
| 2023 | $54,035 | $8,752 | $45,283 | — | — |