Plan Ledger DOL Form 5500 · updated monthly

Mountain Land Rehabilitation, LLC401(k)

MOUNTAIN LAND REHABILITATION 401(K) PLAN · SALT LAKE CITY, UT · plan year 2025

Reported admin expense ratio · 2025
0.48%

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

Mountain Land Rehabilitation, LLC reported $88,772 in plan administrative expenses for 2025: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $462 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 3 years on file its reported administrative ratio rose from 0.42% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 308th-largest of 848 plans among Utah employers on file, and the 3,735th of 11,911 in health care & social assistance. In 2025, employees put in $2.33 for every $1.00 the employer contributed; active participation has grown from 394 to 1,266 since 2022.

Plan summary
Net assets, end of year$19,675,557
Participants with balances449
Active participants1,266
Employer contributions$584,867
Employee contributions$1,364,094
Employer contribution per active participant$462
Average account balance$43,821
Benefits paid to participants$2,267,312
Plan auditUnmodified (clean) audit opinion
AuditorTRAVELLER AND COMPANY
Plan history4
Yearassets · accounts · employer contribution
2025$19.7M · 449 accts · $585K emplr
2024$17.2M · 426 accts · $535K emplr
2023$13.0M · 326 accts · $320K emplr
2022$11.0M · 315 accts · $347K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$21,453
Investment management$59,124
Audit (IQPA)$8,195
Total administrative$88,772
The Mountain Land Rehabilitation, LLC 401(k) match · 2025
Employer contribution per active participant$462
Median for plans this size$2,666
2025$462 per active participant
2024$499 per active participant
2023$715 per active participant
2022$881 per active participant

Mountain Land Rehabilitation, LLC's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
SOLTIS INVESTMENT ADVISORS LLC · Investment advisory (plan)$44,690
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$21,453
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$14,435
TRAVELLER & COMPANY LLC · Accounting / audit$8,195

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

Administrative cost history4
2025$88,772 · 0.48%
2024$56,185 · 0.37%
2023$49,315 · 0.41%
2022$54,134 · 0.42%
Same employer
Similar plansHealth Care & Social Assistance · Utah
Independence Rehab, LLC UT$22.7M · 1.32%
Nomi Health Inc. UT$22.4M · 0.60%
Premier Family Medical, LLC UT$18.2M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870574059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.