Plan Snapshot
- Plan Sponsor: Plusone Company
- Sponsor EIN: 900529580
- Sponsor Address: PO BOX 840639, HILDALE, UT, 84784
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 78 | $2.0M | $0 | $41,786 |
| 2023 | 78 | $1.8M | $0 | $48,488 |
| 2022 | 121 | $1.7M | $54,824 | $99,761 |
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 |
|---|---|---|---|---|
| HOLM & CAWLEY FINANCIAL | ADVISOR | $11,619 | — | $11,619 |
| NEWPORT GROUP, INC. | RECORDKEEPER | $8,668 | — | $8,668 |
| LARSON & COMPANY P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LARSON & COMPANY P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,287
- Estimated Expense Ratio: 1.024% 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 | $20,287 | $11,619 | $6,230 | — | — |
| 2023 | $19,427 | $10,626 | $5,853 | — | — |
| 2022 | $19,603 | $11,332 | $8,271 | — | — |