# Utah'S Promise 403(b) Plan
Source: https://planprovider.pro/companies/united-way-of-salt-lake-403b-plan

> Utah'S Promise's 403(b) plan: 70 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Utah'S Promise

- **Sponsor EIN:** 870227091

- **Sponsor Address:** 257 EAST 200 SOUTH SUITE 300, SALT LAKE CITY, UT, 841112078

- **Plan Type:** 403(b)

- **Total Participants:** 70

- **Total Assets:** $4.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|70|$4.6M|$282,183|$455,489|

| 2023|94|$4.4M|$261,856|$456,784|

| 2022|87|$3.2M|$233,258|$383,979|

## 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|

| TANNER, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TANNER, LLC](https://planprovider.pro/provider/tanner-llc) — 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|$41,235|—|$41,235|—|—|

| 2023|$29,769|—|$29,769|—|—|

| 2022|$26,170|—|$26,170|—|—|

## Similar Plans

- [Wasatch Academy](https://planprovider.pro/companies/wasatch-academy-403b-plan) — 53 participants

- [Girl Scouts Of Utah](https://planprovider.pro/companies/girl-scouts-of-utah-401k-plan) — 36 participants

- [Western States Water Council](https://planprovider.pro/companies/western-states-water-council-plan) — 5 participants

- [Children'S Miracle Network](https://planprovider.pro/companies/children-s-miracle-network-403b-plan) — 183 participants

- [Friends Of Switchpoint, INC.](https://planprovider.pro/companies/friends-of-switchpoint-inc-plan) — 227 participants

- [Turn Community Services](https://planprovider.pro/companies/turn-community-services-401k-plan) — 270 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-way-of-salt-lake-403b-plan)

© 2026 PlanProvider.Pro