Plan Snapshot
- Plan Sponsor: Wsrp Advisory, LLC
- Sponsor EIN: 990841184
- Sponsor Address: 155 NORTH 400 WEST, SUITE 400, SALT LAKE CITY, UT, 84103
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $15.0M
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 | 156 | $15.0M | $387,613 | $842,930 |
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 | Investment Advisor | $24,992 | — | $24,992 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $17,240 | — | $17,240 |
| WELLS COLEMAN & COMPANY LLP | Auditor | $13,750 | — | $13,750 |
| DWC ERISA CONSULTANTS LLC | Other Service Provider | $7,994 | — | $7,994 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,976
- Estimated Expense Ratio: 0.427% 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 | $63,942 | $24,958 | $7,994 | $13,750 | — |