Plan Snapshot
- Plan Sponsor: Stonehenge Of Orem LLC
- Sponsor EIN: 261325556
- Sponsor Address: 36S 400W SUITE 101, OREM, UT, 84059
- Plan Type: 401(k)
- Total Participants: 270
- Total Assets: $5.1M
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 | 270 | $5.1M | $0 | $321,172 |
| 2023 | 303 | $4.9M | $0 | $328,206 |
| 2022 | 296 | $4.4M | $0 | $337,360 |
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 |
|---|---|---|---|---|
| LARSON & COMPANY, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LARSON & COMPANY, PC — 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 | $64,088 | — | — | — | — |
| 2023 | $63,088 | — | — | — | — |
| 2022 | $63,019 | $18,494 | $35,925 | — | $8,600 |