# Tanner LLC 401(k) Plan
Source: https://planprovider.pro/companies/tanner-llc-401k-plan

> Tanner LLC's 401(k) plan: 234 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tanner LLC

- **Sponsor EIN:** 202253063

- **Sponsor Address:** 36 SOUTH STATE STREET, SALT LAKE CITY, UT, 84111

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

- **Total Participants:** 234

- **Total Assets:** $31.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|234|$31.2M|$1.7M|$1.9M|

| 2023|227|$25.0M|$1.5M|$1.6M|

| 2022|187|$18.6M|$1.2M|$1.3M|

## 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|

| HUTCHINSON AND BLOODGOOD, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HUTCHINSON AND BLOODGOOD, LLP](https://planprovider.pro/provider/hutchinson-and-bloodgood-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|$95,770|—|$95,770|—|—|

| 2023|$97,730|—|$90,730|$7,000|—|

| 2022|$114,602|$20,120|$86,483|—|$7,999|

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