Plan Snapshot
- Plan Sponsor: Telos Residential Treatment Center, LLC
- Sponsor EIN: 200849476
- Sponsor Address: 870 W. CENTER STREET, OREM, UT, 84057
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 138 | $2.9M | $174,792 | $383,901 |
| 2023 | 145 | $2.4M | $157,048 | $317,688 |
| 2022 | 148 | $1.8M | $148,789 | $317,138 |
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 |
|---|---|---|---|---|
| BAS PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS — 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 | $31,078 | $10,040 | $20,525 | — | — |
| 2023 | $24,995 | $7,293 | $12,088 | — | — |
| 2022 | $24,677 | $6,494 | $18,183 | — | — |