# Utah Automobile Dealers Association 401(k) Plan
Source: https://planprovider.pro/companies/utah-automobile-dealers-association-870186696-501

> Utah Automobile Dealers Association's 401(k) plan: 619 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Utah Automobile Dealers Association

- **Sponsor EIN:** 870186696

- **Sponsor Address:** 6095 S FASHION BLVD, STE 250, MURRAY, UT, 84107

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 619

- **Total Assets:** $2.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|619|$2.1M|$5.0M|$1.3M|

| 2023|691|$1.9M|$4.9M|$2.2M|

| 2022|727|$2.0M|$5.4M|$2.5M|

## 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|

| LARSON & COMPANY, PC|Auditor|$23,930|—|$23,930|

| AVALAN, LLC|Other Service Provider|—|$15,452|$15,452|

| JOAN OGDEN ACTUARIES|Other Service Provider|$8,325|—|$8,325|

| GIBSON INSURANCE AGENCY, INC.|Other Service Provider|$5,109|—|$5,109|

### Verified Provider Profiles

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

- [LARSON & COMPANY, PC](https://planprovider.pro/provider/larson-and-company-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $52,816

- **Estimated Expense Ratio:** 2.559% 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|$135,398|$15,452|—|—|—|

| 2023|$163,942|$19,447|—|—|—|

| 2022|$153,120|$11,349|—|—|$55,097|

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