Plan Snapshot
- Plan Sponsor: Tpusa, INC.
- Sponsor EIN: 870512021
- Sponsor Address: 1991 S. 4650 W., SALT LAKE CITY, UT, 84104
- Plan Type: 401(k)
- Total Participants: 14,666
- Total Assets: $87.8M
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 | 14,666 | $87.8M | $1.4M | $7.8M |
| 2023 | 16,686 | $77.9M | $1.5M | $7.9M |
| 2022 | 15,249 | $64.4M | $1.4M | $6.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $375,549 | — | $375,549 |
| CREATIVE PLANNING HOLDCO LLC DBA CR | INVESTMENT ADVISOR | $74,983 | — | $74,983 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $63,285 | — | $63,285 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $513,817
- Estimated Expense Ratio: 0.585% 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 | $335,510 | $138,268 | — | — | — |
| 2023 | $305,631 | $154,815 | — | — | — |
| 2022 | $290,776 | $143,630 | $147,146 | — | — |