Plan Snapshot
- Plan Sponsor: Utah Charter Academies Dba American Preparatory Academy
- Sponsor EIN: 680547532
- Sponsor Address: 12894 PONY EXPRESS ROAD, DRAPER, UT, 84020
- Plan Type: 401(k)
- Total Participants: 361
- Total Assets: $16.5M
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. |
|---|---|---|---|---|
| 2025 | 361 | $16.5M | $0 | $0 |
| 2024 | 733 | $13.7M | $0 | $0 |
| 2023 | 796 | $10.0M | $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 |
|---|---|---|---|---|
| TRAVELLER & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRAVELLER & COMPANY, 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 |
|---|---|---|---|---|---|
| 2025 | $80,449 | $36,003 | — | — | — |
| 2024 | $79,438 | $32,724 | — | — | — |
| 2023 | $67,836 | — | — | — | — |