Plan Snapshot
- Plan Sponsor: Utah Del INC
- Sponsor EIN: 870676122
- Sponsor Address: NO 604, SALT LAKE CITY, UT, 841175149
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,039
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,039 | $2.6M | $0 | $0 |
| 2024 | 402 | $2.1M | $0 | $281,294 |
| 2023 | 372 | $2.0M | $8,327 | $277,255 |
| 2022 | 354 | $1.5M | $0 | $261,997 |
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 |
|---|---|---|---|---|
| OSBORNE, ROBBINS & BUHLER, P.L.L.C. | Auditor | — | — | $0 |
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 | $160,774 | — | $1,145 | — | — |
| 2024 | $1,520 | — | $1,520 | — | — |
| 2023 | $1,310 | — | $1,310 | — | — |
| 2022 | $1,195 | — | $1,195 | — | — |