Plan Snapshot
- Plan Sponsor: Pw Companies, LLC
- Sponsor EIN: 461611716
- Sponsor Address: 280 WEST 10200 SOUTH, SANDY, UT, 84070
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 95 | $9.4M | $208,781 | $505,468 |
| 2023 | 102 | $7.8M | $224,336 | $486,629 |
| 2022 | 111 | $6.1M | $198,397 | $466,514 |
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 | $80,936 | $48,936 | $30,376 | — | — |
| 2023 | $64,843 | $37,949 | $22,529 | — | — |
| 2022 | $63,664 | $34,310 | $26,654 | — | $2,700 |