Plan Snapshot
- Plan Sponsor: Zullas, Lc
- Sponsor EIN: 201704436
- Sponsor Address: 460 WEST UNIVERSAL CIRCLE, SANDY, UT, 84070
- Plan Type: 401(k)
- Total Participants: 538
- Total Assets: $3.9M
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 | 538 | $3.9M | $129,875 | $712,739 |
| 2023 | 469 | $3.0M | $116,883 | $666,946 |
| 2022 | 450 | $2.3M | $109,529 | $646,788 |
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 |
|---|---|---|---|---|
| LARSON AND CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LARSON AND CO — 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 | $48,219 | $14,352 | $14,825 | — | — |
| 2023 | $48,418 | $11,083 | $19,307 | — | — |
| 2022 | — | — | — | — | — |