Plan Snapshot
- Plan Sponsor: Salt Lake Legal Defender Association
- Sponsor EIN: 870277038
- Sponsor Address: 275 EAST 200 SOUTH, SALT LAKE CITY, UT, 84111
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $40.0M
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 | 169 | $40.0M | $1.8M | $1.9M |
| 2023 | 178 | $34.3M | $1.5M | $1.7M |
| 2022 | 169 | $28.3M | $1.3M | $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 |
|---|---|---|---|---|
| HBME LLC | ACCOUNTANT/AUDITOR | $8,500 | — | $8,500 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $8,269 | — | $8,269 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HBME LLC — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,769
- Estimated Expense Ratio: 0.042% 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 | -$16,433 | $8,269 | — | $8,500 | — |
| 2023 | -$13,891 | $8,232 | — | $8,000 | — |
| 2022 | -$3,597 | $6,545 | — | — | — |