Plan Snapshot
- Plan Sponsor: Outsourced Associates & Staffing
- Sponsor EIN: 454880429
- Sponsor Address: 210 N 2100 W, SALT LAKE CITY, UT, 84116
- Plan Type: 401(k)
- Total Participants: 247
- Total Assets: $12.9M
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 | 247 | $12.9M | $552,722 | $2.0M |
| 2023 | 289 | $8.3M | $506,313 | $1.9M |
| 2022 | 318 | $5.3M | $444,088 | $1.6M |
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 |
|---|---|---|---|---|
| ADAMS WEALTH MANAGEMENT | Investment Advisor | $106,236 | — | $106,236 |
| BCJ CAPITAL MANAGEMENT LLC | Investment Advisor | $27,072 | — | $27,072 |
| ADP, INC. | Recordkeeper | $5,314 | — | $5,314 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,622
- Estimated Expense Ratio: 1.078% 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 | $73,453 | — | — | — | — |
| 2023 | $49,746 | $44,082 | — | — | — |
| 2022 | $24,789 | — | — | — | — |