Plan Snapshot
- Plan Sponsor: Snowbird Operations LLC
- Sponsor EIN: 364785914
- Sponsor Address: 3165 E MILLROCK DR, HOLLADAY, UT, 84121
- Plan Type: 401(k)
- Total Participants: 2,750
- Total Assets: $43.1M
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 | 2,750 | $43.1M | $555,691 | $2.2M |
| 2023 | 1,471 | $38.7M | $539,980 | $2.0M |
| 2022 | 1,377 | $33.7M | $528,553 | $1.9M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $12,003 | — | $12,003 |
| RICHEY MAY AND &CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- RICHEY MAY AND &CO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,003
- Estimated Expense Ratio: 0.028% 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 | $14,890 | $12,003 | — | — | — |
| 2023 | $15,616 | $12,122 | $1,200 | — | — |
| 2022 | $14,288 | $11,857 | — | — | — |