Plan Snapshot
- Plan Sponsor: Snow, Christensen, & Martineau
- Sponsor EIN: 870298631
- Sponsor Address: P.O. BOX 45000, SALT LAKE CITY, UT, 84045
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 90
- Total Assets: $55.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2023 | 90 | $55.7M | $600,000 | $708,354 |
| 2022 | 90 | $56.0M | $1.2M | $776,076 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | Investment Advisor | $47,287 | — | $47,287 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | $43,341 | — | $43,341 |
| ALLIANCE BENEFIT GROUP ROCKY MNT | Recordkeeper | $14,900 | — | $14,900 |
| PCS RETIREMENT LLC | Recordkeeper | $5,446 | — | $5,446 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
- PCS RETIREMENT LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,974
- Estimated Expense Ratio: 0.199% 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 |
|---|---|---|---|---|---|
| 2023 | $114,062 | $49,413 | $64,649 | — | — |
| 2022 | $239,950 | $237,300 | $2,650 | — | — |