# Utah Charter Academies Dba American Preparatory Academy 401(k) Plan
Source: https://planprovider.pro/companies/utah-charter-academies-dba-american-preparatory-academy-680547532-003

> Utah Charter Academies Dba American Preparatory Academy's 401(k) plan: 361 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Plan Number:** 003

- **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.|

| 2024|361|$16.5M|$1.0M|$1.3M|

| 2023|733|$13.7M|$1.0M|$1.2M|

| 2022|796|$10.0M|$839,570|$981,817|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$44,446|—|$44,446|

| GLOBAL RETIREMENT PARTNERS LLC|Investment Advisor|$36,003|—|$36,003|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $80,449

- **Estimated Expense Ratio:** 0.488% 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|$80,449|$36,003|—|—|—|

| 2023|$79,438|$32,724|—|—|—|

| 2022|$67,836|—|—|—|—|

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