Plan Ledger DOL Form 5500 · updated monthly

Friends of Switchpoint, Inc.401(k)

SWITCHPOINT, INC. 401(K) PLAN · ST. GEORGE, UT · plan year 2024

Plan assets · 2024
$0

Friends of Switchpoint, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $0 across 0 participant accounts. See methodology for what Form 5500 does and doesn't capture.

In 2024, employees put in $1.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$0
Participants with balances0
Active participants0
Employer contributions$118,606
Employee contributions$132,272
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$2,783
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,074
Investment management$29
Total administrative$5,103
Service providers · 20243
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$4,477
TRANSAMERICA FINANCIAL LIFE INS · Recordkeeping · Loan processing$597
RPA FINANCIAL LLC · Investment advisory (plan)$29

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

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Source: U.S. Department of Labor, Form 5500 series, EIN 760740457 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.