# Utah Legal Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/utah-legal-services-inc-401k-plan

> Utah Legal Services, INC.'s 401(k) plan: 78 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ryan-gunsauls-and-odonnell-llc) — 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|—|—|—|—|—|

## Similar Plans

- [Parsons Behle & Latimer](https://planprovider.pro/companies/parsons-behle-latimer-plan-002) — 316 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/utah-legal-services-inc-401k-plan)

© 2026 PlanProvider.Pro