Plan Snapshot
- Plan Sponsor: The Children'S Center Utah
- Sponsor EIN: 876114073
- Sponsor Address: 3725 WEST 4100 SOUTH, SUITE 250, WEST VALLEY CITY, UT, 84120
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $4.6M
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 | 99 | $4.6M | $276,776 | $413,768 |
| 2023 | 105 | $3.6M | $230,796 | $355,621 |
| 2022 | 100 | $3.1M | $224,796 | $283,671 |
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 | $39,127 | $23,217 | — | — | — |
| 2023 | $29,922 | $17,284 | — | — | — |
| 2022 | $25,136 | — | $25,136 | — | — |