# Tanner Memorial Clinic 401(k) Plan
Source: https://planprovider.pro/companies/tanner-memorial-clinic-401k-plan

> Tanner Memorial Clinic's 401(k) plan: 1,037 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tanner Memorial Clinic

- **Sponsor EIN:** 870218917

- **Sponsor Address:** P.O. BOX 337, LAYTON, UT, 840411131

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

- **Total Participants:** 1,037

- **Total Assets:** $146.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|1,037|$146.4M|$7.5M|$3.8M|

| 2023|1,207|$135.5M|$6.9M|$3.8M|

| 2022|851|$116.3M|$6.3M|$3.3M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$34,175|—|$34,175|

| KHSA|ACCOUNTANT|$16,000|—|$16,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $50,175

- **Estimated Expense Ratio:** 0.034% of plan assets

### 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|$110,066|—|—|—|—|

| 2023|$72,819|—|—|$55,000|—|

| 2022|$58,313|—|—|—|—|

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