Plan Snapshot
- Plan Sponsor: Stadler Us INC.
- Sponsor EIN: 451866733
- Sponsor Address: 5880 WEST 150 SOUTH, SALT LAKE CITY, UT, 84104
- Plan Type: 401(k)
- Total Participants: 476
- Total Assets: $10.8M
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 | 476 | $10.8M | $1.3M | $1.8M |
| 2023 | 432 | $7.6M | $949,251 | $1.4M |
| 2022 | 371 | $5.4M | $789,519 | $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 |
|---|---|---|---|---|
| TRAVELLER AND COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRAVELLER AND COMPANY, LLC — 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 | $103,612 | — | $103,612 | — | — |
| 2023 | $64,585 | — | $64,585 | — | — |
| 2022 | $67,659 | — | $67,659 | — | — |