Plan Snapshot
- Plan Sponsor: Terra Millennium Corporation
- Sponsor EIN: 942994452
- Sponsor Address: 1132 SOUTH 500 WEST, SALT LAKE CITY, UT, 84101
- Plan Type: 401(k)
- Total Participants: 1,977
- Total Assets: $77.8M
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 | 1,977 | $77.8M | $2.8M | $4.0M |
| 2023 | 1,176 | $72.2M | $2.1M | $3.7M |
| 2022 | 771 | $61.1M | $1.8M | $3.2M |
| 2021 | 887 | $74.3M | $0 | $0 |
| 2020 | 881 | $71.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — 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 | $171,644 | $78,690 | — | — | — |
| 2023 | $150,716 | $68,383 | — | — | — |
| 2022 | $145,656 | $116,327 | $27,946 | — | — |
| 2021 | $156,789 | $138,224 | $17,542 | — | — |
| 2020 | $19,725 | $16,265 | $3,429 | — | — |