Plan Snapshot
- Plan Sponsor: Southwest Spine And Pain Care Specialists, LLC
- Sponsor EIN: 273995478
- Sponsor Address: 652 S. MEDICAL CENTER DRIVE, SAINT GEORGE, UT, 84790
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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 | $154 | $457,907 |
| 2023 | 182 | $4.2M | $69,550 | $381,936 |
| 2022 | 129 | $3.7M | $109,758 | $331,988 |
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 |
|---|---|---|---|---|
| COOK MARTIN POULSON, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $30,738 | $24,532 | $6,206 | — | — |
| 2023 | $40,090 | $22,347 | $17,743 | — | — |
| 2022 | $32,723 | $16,841 | $15,882 | — | — |