Plan Snapshot
- Plan Sponsor: Under Canvas, INC.
- Sponsor EIN: 264513836
- Sponsor Address: 211 YUKON LANE, BELGRADE, MT, 59714
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $1.8M
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 | 124 | $1.8M | $0 | $491,117 |
| 2023 | 49 | $1.4M | $0 | $362,400 |
| 2022 | 892 | $974,959 | $0 | $276,888 |
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 |
|---|---|---|---|---|
| CARVER, FLOREK & JAMES CPAS LLC | Auditor | — | — | $0 |
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 | $243,660 | — | $496 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | -$189 | — | -$189 | — | — |