Plan Snapshot
- Plan Sponsor: Wasatch Pediatrics, INC.
- Sponsor EIN: 870550275
- Sponsor Address: 9071 S 1300 W, WEST JORDAN, UT, 840886725
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $68.8M
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 | 189 | $68.8M | $1.2M | $1.2M |
| 2023 | 188 | $59.4M | $1.2M | $1.2M |
| 2022 | 187 | $49.9M | $473,421 | $1.2M |
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 |
|---|---|---|---|---|
| D. A. DAVIDSON & COMPANY | NONE | $50,000 | — | $50,000 |
| ASCENSUS LLC | NONE | $15,633 | — | $15,633 |
| HBME, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HBME, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,633
- Estimated Expense Ratio: 0.095% 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 | $65,633 | $50,000 | $15,633 | — | — |
| 2023 | $59,804 | $50,000 | $9,804 | — | — |
| 2022 | $56,645 | $50,000 | $6,645 | — | — |