Plan Snapshot
- Plan Sponsor: Pt&C Group LLC
- Sponsor EIN: 814693463
- Sponsor Address: 6510 S MILLROCK DR STE 275, HOLLADAY, UT, 84121
- Plan Type: 401(k)
- Total Participants: 728
- Total Assets: $22.8M
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 | 728 | $22.8M | $1.9M | $5.0M |
| 2023 | 422 | $10.8M | $1.1M | $2.9M |
| 2022 | 222 | $4.9M | $431,643 | $1.1M |
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 |
|---|---|---|---|---|
| JAKE RUST | ADVISOR | $61,923 | — | $61,923 |
| HUMAN INTEREST ADVISORS LLC | RECORDKEEPER | $31,633 | — | $31,633 |
| HALLOWELL 401(K) ASSURANCE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUMAN INTEREST ADVISORS LLC — RECORDKEEPER
- HALLOWELL 401(K) ASSURANCE, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,556
- Estimated Expense Ratio: 0.410% 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 | $93,531 | $93,531 | — | — | — |
| 2023 | $39,133 | $39,133 | — | — | — |
| 2022 | $9,095 | $9,095 | — | — | — |