# Parr Brown Gee & Loveless, A Professional Corporation 401(k) Plan
Source: https://planprovider.pro/companies/parr-brown-gee-loveless-a-professional-corporation-870307691-001

> Parr Brown Gee & Loveless, A Professional Corporation's 401(k) plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Parr Brown Gee & Loveless, A Professional Corporation

- **Sponsor EIN:** 870307691

- **Sponsor Address:** 101 SOUTH 200 EAST, SUITE 700, SALT LAKE CITY, UT, 84111

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 118

- **Total Assets:** $127.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|118|$127.3M|$3.2M|$1.6M|

| 2023|110|$125.9M|$2.8M|$1.6M|

| 2022|96|$115.3M|$2.6M|$1.5M|

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|Investment Advisor|$63,771|—|$63,771|

| SCHWAB RETIREMENT PLAN SERVICES,INC|Recordkeeper|$46,563|—|$46,563|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — Investment Advisor

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $110,334

- **Estimated Expense Ratio:** 0.087% 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|$110,334|$63,771|—|—|—|

| 2023|$100,882|$57,197|—|—|—|

| 2022|$98,187|$55,553|—|—|—|

## Similar Plans

- [Parsons Behle & Latimer](https://planprovider.pro/companies/parsons-behle-latimer-plan-002) — 316 participants

- [Kirton Mcconkie](https://planprovider.pro/companies/kirton-mcconkie-401k-plan) — 297 participants

- [Dentons Durham Jones Pinegar P.C.](https://planprovider.pro/companies/dentons-durham-jones-pinegar-p-c-401k-plan) — 202 participants

- [Driggs, Bills & Day, P.C.](https://planprovider.pro/companies/driggs-bills-day-p-c-plan) — 172 participants

- [Salt Lake Legal Defender Association](https://planprovider.pro/companies/salt-lake-legal-defender-association-401k-plan) — 169 participants

- [Ray Quinney & Nebeker P. C.](https://planprovider.pro/companies/ray-quinney-nebeker-p-c-401k-plan) — 162 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/parr-brown-gee-loveless-a-professional-corporation-870307691-001)

© 2026 PlanProvider.Pro