Plan Snapshot
- Plan Sponsor: Signal Peak Technology Ventures
- Sponsor EIN: 452685220
- Sponsor Address: 95 S STATE STREET, SALT LAKE CITY, UT, 84111
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $3.8M
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 | 34 | $3.8M | $104,549 | $168,225 |
| 2023 | 34 | $3.1M | $59,086 | $161,542 |
| 2022 | 34 | $2.8M | $101,598 | $201,893 |
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 |
|---|---|---|---|---|
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — 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 | $38,335 | — | $19,510 | — | — |
| 2023 | $418,891 | — | $30,209 | — | — |
| 2022 | $55,210 | — | — | — | — |