Plan Snapshot
- Plan Sponsor: Utah Legal Services, INC.
- Sponsor EIN: 870298910
- Sponsor Address: 960 S. MAIN ST., SALT LAKE CITY, UT, 84101
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $4.4M
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 | 78 | $4.4M | $109,435 | $223,523 |
| 2023 | 147 | $5.5M | $114,468 | $292,838 |
| 2022 | 117 | $3.8M | $118,791 | $227,362 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | RECORD KEEPER | $17,781 | — | $17,781 |
| RYAN, GUNSAULS, AND O'DONNELL, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RYAN, GUNSAULS, AND O'DONNELL, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,781
- Estimated Expense Ratio: 0.407% 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 | $27,419 | $2,259 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |