Plan Snapshot
- Plan Sponsor: Securitymetrics INC
- Sponsor EIN: 870670276
- Sponsor Address: 1275 W 1600 N, OREM, UT, 840572428
- Plan Type: 401(k)
- Total Participants: 226
- Total Assets: $16.9M
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 | 226 | $16.9M | $600,668 | $1.2M |
| 2023 | 229 | $14.7M | $559,823 | $1.1M |
| 2022 | 220 | $12.3M | $524,398 | $972,667 |
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 |
|---|---|---|---|---|
| GILBERT & STEWART | 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 | $54,464 | $35,516 | $7,870 | — | — |
| 2023 | $37,540 | — | $37,540 | — | — |
| 2022 | $41,865 | — | — | — | $41,865 |