Plan Snapshot
- Plan Sponsor: Podium Corporation, INC.
- Sponsor EIN: 471369982
- Sponsor Address: 1650 W DIGITAL DR, LEHI, UT, 84043
- Plan Type: 401(k)
- Total Participants: 591
- Total Assets: $34.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 591 | $34.0M | $1.1M | $5.0M |
| 2023 | 592 | $29.2M | $194,020 | $5.5M |
| 2022 | 799 | $24.1M | $2.5M | $7.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $76,065 | — | $76,065 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $53,714 | — | $53,714 |
| RESOURCES INVESTMENT ADVISORS, LLC | Investment Advisor | $14,342 | — | $14,342 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,121
- Estimated Expense Ratio: 0.424% 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 | $146,294 | — | — | — | — |
| 2023 | $140,818 | $66,064 | — | — | — |
| 2022 | $96,944 | $46,297 | $50,647 | — | — |