Plan Snapshot
- Plan Sponsor: Trustees Of The Utah Bakers Pension Trust Fund
- Sponsor EIN: 876128330
- Sponsor Address: 5251 GREEN STREET, MURRAY, UT, 84123
- Plan Type: DB
- Plan Number: 001
- Total Participants: 107
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 107 | $9.4M | $298,792 | $0 |
| 2023 | 120 | $9.0M | $276,550 | $0 |
| 2022 | 116 | $8.8M | $678,950 | $0 |
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 |
|---|---|---|---|---|
| ROY & ASSOCIATES, INC. | Other Service Provider | $117,165 | — | $117,165 |
| REINHART BOERNER VAN DEUREN SC | Other Service Provider | $41,255 | — | $41,255 |
| US BANK | Other Service Provider | $31,275 | — | $31,275 |
| SOUTHWEST SERVICE ADMINISTRATORS | Other Service Provider | $29,473 | — | $29,473 |
| HENNINGFIELD & ASSOCIATES, INC. | Auditor | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENNINGFIELD & ASSOCIATES, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $235,168
- Estimated Expense Ratio: 2.513% 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 | $269,197 | $30,748 | $29,473 | $16,000 | — |
| 2023 | $253,892 | $29,247 | $29,473 | $16,000 | — |
| 2022 | $269,624 | $28,985 | $29,473 | — | $179,555 |