Plan Snapshot
- Plan Sponsor: Uintah Basin Medical Center
- Sponsor EIN: 870276435
- Sponsor Address: 250 W 300 N, ROOSEVELT, UT, 84066
- Plan Type: 401(k)
- Total Participants: 927
- Total Assets: $71.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 927 | $71.2M | $3.7M | $3.3M |
| 2023 | 750 | $61.8M | $3.2M | $2.6M |
| 2022 | 681 | $51.9M | $2.9M | $2.3M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $11,980 | — | $11,980 |
| DZA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- DZA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,980
- Estimated Expense Ratio: 0.017% 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 | -$105,007 | $11,980 | $300 | — | — |
| 2023 | -$92,306 | $18,657 | — | — | — |
| 2022 | -$73,646 | $15,079 | — | — | — |