Plan Snapshot
- Plan Sponsor: Okland Management Corporation
- Sponsor EIN: 200582832
- Sponsor Address: 1978 SOUTH WEST TEMPLE, SALT LAKE CITY, UT, 84115
- Plan Type: 401(k)
- Total Participants: 1,115
- Total Assets: $147.3M
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 | 1,115 | $147.3M | $6.5M | $8.1M |
| 2023 | 991 | $127.1M | $5.1M | $6.4M |
| 2022 | 763 | $100.8M | $4.6M | $5.7M |
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 |
|---|---|---|---|---|
| SQUIRE & COMPANY P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SQUIRE & COMPANY P.C. — 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 | $107,778 | $50,720 | $57,058 | — | — |
| 2023 | $57,873 | — | $19,833 | — | — |
| 2022 | $27,775 | — | $27,775 | — | — |