Plan Snapshot
- Plan Sponsor: Solutionreach, INC.
- Sponsor EIN: 870649593
- Sponsor Address: 2600 N ASHTON BLVD, LEHI, UT, 84043
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 197 | $17.1M | $408,418 | $1.2M |
| 2023 | 217 | $15.0M | $442,366 | $1.2M |
| 2022 | 232 | $12.5M | $392,385 | $1.2M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $58,197 | — | $58,197 |
| ONEDIGITAL INVESTMENT ADVISORS | NONE | $33,606 | — | $33,606 |
| CHARLES SCHWAB | NONE | — | $7,029 | $7,029 |
| TRAVELLER & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- ONEDIGITAL INVESTMENT ADVISORS — NONE
- CHARLES SCHWAB — NONE
- TRAVELLER & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,832
- Estimated Expense Ratio: 0.579% 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 | $91,805 | $33,606 | $58,199 | — | — |
| 2023 | $82,189 | $28,757 | $53,432 | — | — |
| 2022 | $89,854 | — | $89,854 | — | — |