Plan Snapshot
- Plan Sponsor: The Elmore Group, Ltd.
- Sponsor EIN: 840594083
- Sponsor Address: 3200 S DECKER LAKE DR, WEST VALLEY CITY, UT, 84119
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $13.6M
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 | 193 | $13.6M | $195,368 | $593,500 |
| 2023 | 158 | $12.8M | $165,987 | $556,692 |
| 2022 | 155 | $11.3M | $153,367 | $558,152 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,000
- Estimated Expense Ratio: 0.103% 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 | $120,000 | $23,406 | $78,297 | $14,000 | — |
| 2023 | $118,897 | $19,924 | $63,130 | $28,250 | — |
| 2022 | $69,189 | $14,452 | $54,737 | — | — |