Plan Snapshot
- Plan Sponsor: Pacific Group Resorts, INC.
- Sponsor EIN: 364778076
- Sponsor Address: 1794 OLYMPIC PARKWAY, PARK CITY, UT, 840987660
- Plan Type: 401(k)
- Total Participants: 995
- Total Assets: $16.1M
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 | 995 | $16.1M | $404,507 | $1.3M |
| 2023 | 1,007 | $14.0M | $380,460 | $1.2M |
| 2022 | 1,158 | $9.0M | $190,913 | $573,427 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $80,728 | — | $80,728 |
| S B H U LIFE AGENCY INC | OTHER SERVICES | — | $20,073 | $20,073 |
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | $15,543 | $20 | $15,563 |
| DBBMCKENNON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- S B H U LIFE AGENCY INC — OTHER SERVICES
- DBBMCKENNON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,364
- Estimated Expense Ratio: 0.722% 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 | $96,281 | $7,776 | $80,729 | — | — |
| 2023 | $73,221 | $19,656 | $33,936 | — | — |
| 2022 | $60,256 | $16,782 | $26,693 | — | $16,781 |