Plan Snapshot
- Plan Sponsor: Pelatron Technologies LLC
- Sponsor EIN: 454050341
- Sponsor Address: 1464 W 40 SOUTH, SUITE 100, LINDON, UT, 84042
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $8.0M
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 | 84 | $8.0M | $455,000 | $596,952 |
| 2023 | 80 | $6.6M | $468,988 | $570,784 |
| 2022 | 81 | $6.2M | $484,076 | $627,790 |
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 |
|---|---|---|---|---|
| SSA, P.C. | Independent Auditor | $28,052 | — | $28,052 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SSA, P.C. — Independent Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,052
- Estimated Expense Ratio: 0.350% 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 | — | — | — | — | — |
| 2023 | $28,052 | — | — | $28,052 | — |
| 2022 | $27,731 | $13,628 | $14,103 | — | — |