Plan Snapshot
- Plan Sponsor: Sirsidynix
- Sponsor EIN: 631233771
- Sponsor Address: 3300 NORTH ASHTON BLVD, LEHI, UT, 84043
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 233 | $53.4M | $513,211 | $1.8M |
| 2023 | 227 | $50.3M | $512,394 | $1.8M |
| 2022 | 198 | $43.9M | $539,407 | $1.7M |
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 |
|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | CONSULTANT | $50,533 | — | $50,533 |
| SQUIRE & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SQUIRE & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,533
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 |
|---|---|---|---|---|---|
| 2025 | $19,045 | $1,877 | — | — | — |
| 2024 | $18,039 | $4,426 | $300 | — | — |
| 2023 | -$34,155 | $3,446 | — | — | — |
| 2022 | $14,830 | $3,571 | — | — | — |