Plan Ledger DOL Form 5500 · updated monthly

Fabian van Cott401(k)

FABIAN VAN COTT RETIREMENT PLAN & TRUST · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Fabian van Cott reported $58,550 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,179 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 78th-largest of 848 plans among Utah employers on file, and the 1,411th of 11,654 in professional & technical services. In 2024, the employer put in $1.46 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$107,586,439
Participants with balances119
Active participants107
Employer contributions$1,517,115
Employee contributions$1,041,711
Employer contribution per active participant$14,179
Average account balance$904,088
Benefits paid to participants$4,278,113
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,553
Investment management$39,997
Total administrative$58,550
The Fabian van Cott 401(k) match · 2024
Employer contribution per active participant$14,179
Median for plans this size$3,635

Fabian van Cott's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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
RAYMOND JAMES · Investment advisory (plan)$39,997
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$38,083

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

Administrative cost history1
2024$58,550 · 0.06%
Similar plansProfessional & Technical Services · Utah
Franklin Covey Co. UT$139.5M · 0.12%
Ray Quinney & Nebeker P. C. UT$123.0M · 0.00%
Kirton McConkie UT$108.7M · 0.25%
Bamboo HR LLC UT$93.2M · 0.37%
Lucid Software Inc. UT$88.4M · 0.18%
Henry Schein One, LLC UT$85.8M · 0.22%
Goengineer, Inc. UT$85.1M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870373839 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.