Plan Snapshot
- Plan Sponsor: Workman Nydegger, P.C.
- Sponsor EIN: 870406877
- Sponsor Address: 60 EAST SOUTH TEMPLE, SUITE 1000, SALT LAKE CITY, UT, 84111
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $74.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 106 | $74.1M | $1.6M | $1.4M |
| 2023 | 107 | $65.3M | $1.5M | $1.3M |
| 2022 | 96 | $56.2M | $1.4M | $1.1M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | ADVISOR | $25,000 | — | $25,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $5,124 | — | $5,124 |
| TRAVELLER & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- TRAVELLER & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,124
- Estimated Expense Ratio: 0.041% 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 | $14,772 | $30,124 | $300 | — | — |
| 2023 | $17,399 | $26,859 | — | — | — |
| 2022 | $23,083 | — | — | — | — |