Plan Snapshot
- Plan Sponsor: Suncrest Health Services LLC
- Sponsor EIN: 461848782
- Sponsor Address: 9800 MONROE ST, SANDY, UT, 84070
- Plan Type: 401(k)
- Total Participants: 741
- Total Assets: $22.9M
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 | 741 | $22.9M | $1.8M | $3.9M |
| 2023 | 1,742 | $16.2M | $1.3M | $3.0M |
| 2022 | 1,415 | $10.0M | $988,831 | $2.1M |
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 |
|---|---|---|---|---|
| RICHEY, MAY & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY, MAY & CO., LLP — 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 | $149,612 | $101,983 | $300 | — | — |
| 2023 | $99,084 | $66,594 | — | — | — |
| 2022 | $72,629 | $3,377 | — | — | — |