Plan Snapshot
- Plan Sponsor: Providence Hall
- Sponsor EIN: 261417186
- Sponsor Address: 4557 PATRIOT RIDGE DRIVE, HERRIMAN, UT, 84096
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $11.6M
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 | 209 | $11.6M | $839,798 | $610,791 |
| 2023 | 206 | $9.4M | $731,026 | $512,506 |
| 2022 | 210 | $7.7M | $663,480 | $460,429 |
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 |
|---|---|---|---|---|
| BAS PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $67,808 | $31,511 | $34,313 | — | — |
| 2023 | $60,210 | $24,122 | $29,236 | — | — |
| 2022 | $58,747 | $23,288 | $35,459 | — | — |