Plan Snapshot
- Plan Sponsor: Wasatch Property Management, INC
- Sponsor EIN: 870484108
- Sponsor Address: 3535 S MARKET ST., WEST VALLEY CITY, UT, 84119
- Plan Type: 401(k)
- Total Participants: 835
- Total Assets: $35.1M
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 | 835 | $35.1M | $595,384 | $2.3M |
| 2023 | 756 | $30.8M | $446,045 | $2.2M |
| 2022 | 853 | $26.3M | $550,375 | $2.3M |
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 |
|---|---|---|---|---|
| POULSEN VANLEUVEN & CATMULL PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- POULSEN VANLEUVEN & CATMULL PA — 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 | $132,696 | $60,134 | $72,562 | — | — |
| 2023 | $202,262 | $77,437 | $41,172 | $15,072 | — |
| 2022 | $153,420 | — | — | — | $153,420 |