Utah County Surgical Associates, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Utah County Surgical Associates, LLC
  • Sponsor EIN: 462634528
  • Sponsor Address: 3550 N UNIVERSITY AVE, PROVO, UT, 84604
  • Plan Type: 401(k)
  • Total Participants: 53
  • Total Assets: $21.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202453$21.8M$204,823$472,081
202346$20.4M$680,038$575,536

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