Plan Snapshot
- Plan Sponsor: Woodside Group, LLC
- Sponsor EIN: 263717789
- Sponsor Address: 460 WEST 50 NORTH, SALT LAKE CITY, UT, 84101
- Plan Type: 401(k)
- Total Participants: 631
- Total Assets: $56.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 631 | $56.4M | $1.9M | $5.1M |
| 2023 | 574 | $48.0M | $1.5M | $4.2M |
| 2022 | 481 | $40.9M | $1.8M | $4.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $140,757 | — | $140,757 |
| RESOURCES INVESTMENT ADVISORS INC | INVESTMENT ADVISORY | — | $30,000 | $30,000 |
| HBME, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS INC — INVESTMENT ADVISORY
- HBME, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $170,757
- Estimated Expense Ratio: 0.303% 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 | $140,757 | — | $140,757 | — | — |
| 2023 | $136,628 | — | $136,628 | — | — |
| 2022 | $131,035 | — | $131,035 | — | — |