Plan Snapshot
- Plan Sponsor: Sportsman'S Warehouse Holdings, INC
- Sponsor EIN: 391975614
- Sponsor Address: 7035 SOUTH HIGH TECH DRIVE, MIDVALE, UT, 84047
- Plan Type: 401(k)
- Total Participants: 4,301
- Total Assets: $37.4M
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 | 4,301 | $37.4M | $2.3M | $4.9M |
| 2023 | 4,147 | $32.4M | $1.7M | $4.8M |
| 2022 | 6,662 | $27.6M | $1.5M | $5.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $236,114 | — | $236,114 |
| UNITED 401(K) PLANS INC. | CONTRACT ADMINISTRATOR | $112,010 | — | $112,010 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $65,897 | — | $65,897 |
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $414,021
- Estimated Expense Ratio: 1.106% 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 | $365,042 | — | $365,042 | — | — |
| 2023 | $269,763 | — | $269,763 | — | — |
| 2022 | $308,117 | — | $308,117 | — | — |