Plan Snapshot
- Plan Sponsor: Outbox Systems, INC.
- Sponsor EIN: 472080218
- Sponsor Address: 3300 N. ASHTON BLVD #400, LEHI, UT, 84043
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 173 | $17.3M | $0 | $2.3M |
| 2023 | 244 | $17.3M | $255,857 | $3.2M |
| 2022 | 260 | $14.3M | $782,500 | $2.8M |
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 |
|---|---|---|---|---|
| TANNER LLC | Auditor | $7,148 | — | $7,148 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,148
- Estimated Expense Ratio: 0.041% 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 | $93,009 | $46,021 | — | $7,148 | — |
| 2023 | $69,238 | $37,996 | — | — | — |
| 2022 | $98,544 | $82,611 | $13,741 | — | — |