Plan Snapshot
- Plan Sponsor: The Ocd And Anxiety Treatment Center, INC.
- Sponsor EIN: 474089881
- Sponsor Address: 1459 N. MAIN STREET, BOUNTIFUL, UT, 84010
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $852,555
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. |
|---|---|---|---|---|
| 2023 | 112 | $852,555 | $55,762 | $285,914 |
| 2022 | 120 | $493,951 | $68,328 | $210,565 |
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 |
|---|---|---|---|---|
| CAPITAL GROUP | Recordkeeper | $9,740 | — | $9,740 |
| WELLS FARGO CLEARING SERVICES | Other Service Provider | $5,290 | — | $5,290 |
| COOK MARTIN POULSON, PC | Recordkeeper | $5,012 | — | $5,012 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CAPITAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,042
- Estimated Expense Ratio: 2.351% 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 |
|---|---|---|---|---|---|
| 2023 | $7,376 | $7,376 | — | — | — |
| 2022 | $2,739 | — | — | — | — |