Plan Snapshot
- Plan Sponsor: Utah Valley Pediatrics, L.C.
- Sponsor EIN: 870549057
- Sponsor Address: 1355 NORTH UNIVERSITY AVENUE, PROVO, UT, 84604
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $60.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 223 | $60.9M | $1.9M | $1.2M |
| 2023 | 199 | $51.7M | $1.6M | $1.1M |
| 2022 | 192 | $43.6M | $1.5M | $905,659 |
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 |
|---|---|---|---|---|
| GILBERT AND STEWART CPAS | 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 |
|---|---|---|---|---|---|
| 2024 | $9,673 | $15 | $9,658 | — | — |
| 2023 | $9,188 | — | $9,188 | — | — |
| 2022 | $7,829 | — | $7,829 | — | — |