# Squire & Company, PC 401(k) Plan
Source: https://planprovider.pro/companies/squire-company-pc-401k-plan-001

> Squire & Company, PC's 401(k) plan: 185 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Squire & Company, PC

- **Sponsor EIN:** 870343246

- **Sponsor Address:** 1329 SOUTH 800 EAST, OREM, UT, 84097

- **Plan Type:** 401(k)

- **Total Participants:** 185

- **Total Assets:** $40.3M

## 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|185|$40.3M|$857,138|$1.6M|

## 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|

| LEE CPA GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEE CPA GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## 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|$2,075|—|—|—|—|

## Similar Plans

- [Wsrp Advisory, LLC](https://planprovider.pro/companies/wsrp-advisory-llc-401k-plan) — 156 participants

- [Squire & Company, PC 401(K) Plan](https://planprovider.pro/companies/squire-company-pc-401k-plan) — 153 participants

- [Tanner LLC](https://planprovider.pro/companies/tanner-llc-401k-plan) — 234 participants

- [Wsrp, LLC](https://planprovider.pro/companies/wsrp-llc-401k-plan) — 96 participants

- [Jones Simkins LLC](https://planprovider.pro/companies/jones-simkins-llc-plan) — 54 participants

- [Valentine Cpa, PC](https://planprovider.pro/companies/valentine-cpa-pc-plan) — 18 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/squire-company-pc-401k-plan-001)

© 2026 PlanProvider.Pro