Plan Snapshot
- Plan Sponsor: The Neurobehavioral Center For G
- Sponsor EIN: 463111656
- Sponsor Address: 415 MEDICAL DR STE A100, BOUNTIFUL, UT, 84010
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $767,528
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 | 164 | $767,528 | $33,157 | $232,941 |
| 2023 | 139 | $576,863 | $34,327 | $180,675 |
| 2022 | 106 | $319,933 | $22,612 | $126,618 |
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 |
|---|---|---|---|---|
| AFFORDABLE TAX & ACCOUNTING | Auditor | — | — | $0 |
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 | $2,748 | — | — | — | — |
| 2023 | $1,625 | — | — | — | — |
| 2022 | $2,778 | — | — | — | — |