Plan Snapshot
- Plan Sponsor: Vasion, INC.
- Sponsor EIN: 870682952
- Sponsor Address: 432 S TECH RIDGE, ST GEORGE, UT, 84770
- Plan Type: 401(k)
- Total Participants: 318
- Total Assets: $16.4M
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 | 318 | $16.4M | $1.2M | $2.5M |
| 2023 | 271 | $12.2M | $1.0M | $1.9M |
| 2022 | 223 | $7.8M | $741,117 | $1.4M |
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 |
|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS LLC | ADVISOR | $66,081 | — | $66,081 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $44,619 | — | $44,619 |
| TANNER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SOLTIS INVESTMENT ADVISORS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- TANNER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,700
- Estimated Expense Ratio: 0.673% 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 | $110,700 | $66,081 | — | — | — |
| 2023 | $73,219 | $43,732 | — | — | — |
| 2022 | $59,865 | — | — | — | — |