Plan Snapshot
- Plan Sponsor: U.S Mechanical Limited Company
- Sponsor EIN: 870501447
- Sponsor Address: 472 SOUTH 640 WEST, PLEASANT GROVE, UT, 84062
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $5.1M
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 | 194 | $5.1M | $570,619 | $1.1M |
| 2023 | 173 | $3.4M | $438,177 | $840,653 |
| 2022 | 128 | $1.8M | $340,529 | $648,840 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — Auditor
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 | $50,792 | — | $50,792 | — | — |
| 2023 | $26,874 | — | $26,874 | — | — |
| 2022 | $18,320 | — | $18,320 | — | — |