Plan Snapshot
- Plan Sponsor: United States Ski Association D/B/A U.S. Ski & Snowboard
- Sponsor EIN: 870480724
- Sponsor Address: 1 VICTORY LANE, PARK CITY, UT, 84060
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $12.3M
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 | 171 | $12.3M | $446,623 | $1.1M |
| 2023 | 175 | $10.1M | $393,887 | $902,550 |
| 2022 | 157 | $7.9M | $303,932 | $837,700 |
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 | Recordkeeper | $29,446 | — | $29,446 |
| MORGAN STANLEY | Investment Advisor | $22,203 | — | $22,203 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,649
- Estimated Expense Ratio: 0.419% 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 | $51,649 | $22,203 | — | — | — |
| 2023 | $40,349 | $18,118 | — | — | — |
| 2022 | $40,893 | $24,675 | $16,218 | — | — |