Plan Snapshot
- Plan Sponsor: Utah Association Of Public Charter Schools
- Sponsor EIN: 562429582
- Sponsor Address: PO BOX 576, AMERICAN FORK, UT, 84003
- Plan Type: 401(k)
- Total Participants: 2,070
- Total Assets: $39.2M
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 | 2,070 | $39.2M | $0 | $0 |
| 2023 | 2,006 | $32.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | Auditor | $17,250 | — | $17,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,250
- Estimated Expense Ratio: 0.044% 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 | $240,696 | $119,990 | — | $17,250 | — |
| 2023 | $213,313 | $97,040 | — | — | $116,273 |