# Ogden Clinic Professional Corporation 401(k) Plan
Source: https://planprovider.pro/companies/ogden-clinic-professional-corporation-401k-plan

> Ogden Clinic Professional Corporation's 401(k) plan: 1,478 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

- [EIDE BAILLY LLP](https://planprovider.pro/provider/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|—|—|—|—|

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