Plan Snapshot
- Plan Sponsor: Wasatch Peaks Federal Credit Union
- Sponsor EIN: 870135033
- Sponsor Address: 4723 HARRISON BOULEVARD, OGDEN, UT, 84403
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $10.3M
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 | 110 | $10.3M | $332,891 | $495,455 |
| 2023 | 109 | $8.7M | $332,732 | $490,000 |
| 2022 | 126 | $7.0M | $334,479 | $485,957 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
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 | $63,897 | $25,131 | $38,766 | — | — |
| 2023 | $53,877 | $25,165 | $28,712 | — | — |
| 2022 | $53,972 | — | $53,972 | — | — |