Plan Snapshot
- Plan Sponsor: Sales Rabbit, INC.
- Sponsor EIN: 462489320
- Sponsor Address: 2000 NORTH ASHTON BOULEVARD SUITE, LEHI, UT, 84043
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $5.1M
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 | 101 | $5.1M | $411,876 | $656,334 |
| 2023 | 131 | $4.1M | $447,604 | $745,425 |
| 2022 | 121 | $2.3M | $306,187 | $549,017 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN PLLC | Auditor | — | — | $0 |
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 | $22,707 | $22,707 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |