Plan Snapshot
- Plan Sponsor: Snugz Usa
- Sponsor EIN: 870471430
- Sponsor Address: 9258 SOUTH PROSPERITY ROAD, WEST JORDAN, UT, 84081
- 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: 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 | 0 | $0 | $323,457 | $665,683 |
| 2023 | 325 | $6.0M | $332,125 | $659,919 |
| 2022 | 631 | $4.7M | $396,842 | $767,770 |
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 |
|---|---|---|---|---|
| DWC THE 401(K) EXPERTS | TPA | $39,844 | — | $39,844 |
| TRANSAMERICA FINANCIAL LIFE | RECORDKEEPER | $38,942 | — | $38,942 |
| JONES SIMKINS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE — RECORDKEEPER
- JONES SIMKINS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,786
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 | $53,998 | — | $53,998 | — | — |
| 2023 | $43,092 | — | $43,092 | — | — |
| 2022 | $50,897 | — | — | — | $50,897 |