Plan Ledger DOL Form 5500 · updated monthly

Conservice, LLC401(k)

CONSERVICE, LLC 401(K) PROFIT SHARING PLAN AND TRUST · RIVER HEIGHTS, UT · plan year 2024

Reported admin expense ratio · 2024
0.31%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Conservice, LLC reported $179,467 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $920 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.35% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 122nd-largest of 848 plans among Utah employers on file, and the 235th of 2,534 in administrative & support services. In 2024, employees put in $3.18 for every $1.00 the employer contributed; active participation has grown from 2,518 to 3,211 since 2022.

Plan summary
Net assets, end of year$67,659,915
Participants with balances1,844
Active participants3,211
Employer contributions$2,953,261
Employee contributions$9,403,260
Employer contribution per active participant$920
Average account balance$36,692
Benefits paid to participants$2,636,401
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$67.7M · 1,844 accts · $3.0M emplr
2023$49.3M · 1,557 accts · $2.4M emplr
2022$33.7M · 1,361 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100,395
Investment management$79,072
Total administrative$179,467
The Conservice, LLC 401(k) match · 2024
Employer contribution per active participant$920
Median for plans this size$3,635
2024$920 per active participant
2023$771 per active participant
2022$789 per active participant

Conservice, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$100,395
IRON GATE GLOBAL ADVISORS LLC · Investment advisory (plan)$79,072

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$179,467 · 0.31%
2023$125,367 · 0.30%
2022$113,962 · 0.35%
Same employer
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Tpusa, Inc. UT$87.1M · 0.41%
Young Living Holdings, LLC UT$83.3M · 0.22%
Shc Holdco, Inc. UT$73.9M · 0.19%
Stratus.Hr UT$63.7M · 0.52%
Avetta, LLC UT$33.5M · 0.03%
Credit.com Holdings, LLC UT$28.4M · 0.30%
Pgx Holdings, Inc. UT$28.3M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870660875 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.