Plan Snapshot
- Plan Sponsor: Ogden Clinic Professional Corporation
- Sponsor EIN: 870286381
- Sponsor Address: 1378 E 6000 S, SOUTH OGDEN, UT, 84405
- Plan Type: 401(k)
- Total Participants: 1,478
- Total Assets: $137.1M
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 | 1,478 | $137.1M | $5.8M | $6.7M |
| 2023 | 1,216 | $127.7M | $5.2M | $6.0M |
| 2022 | 1,164 | $110.6M | $4.8M | $5.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $98,275 | — | $98,275 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $60,000 | — | $60,000 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,275
- Estimated Expense Ratio: 0.115% 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 | $158,186 | $60,000 | — | — | — |
| 2023 | $148,484 | $60,000 | — | — | — |
| 2022 | $158,949 | — | — | — | — |