Plan Ledger DOL Form 5500 · updated monthly

Oquirrh Mountain Law Group, PC401(k)

OQUIRRH MOUNTAIN LAW GROUP, PC 401 (K) · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Oquirrh Mountain Law Group, PC reported $15,009 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. Employer contributions averaged $2,605 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Utah (686th of 848), and 1,683rd of 2,534 in administrative & support services. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,384,429
Participants with balances116
Active participants37
Employer contributions$96,387
Employee contributions$182,049
Employer contribution per active participant$2,605
Average account balance$29,176
Benefits paid to participants$774,323
Plan auditUnmodified (clean) audit opinion
AuditorTRAVELLER AND COMPANY, LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,759
Investment management$6,250
Total administrative$15,009
The Oquirrh Mountain Law Group, PC 401(k) match · 2024
Employer contribution per active participant$2,605
Median for plans this size$1,313

Oquirrh Mountain Law Group, PC's 2024 employer contribution ran above the $1,313 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$8,759
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$6,250

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$15,009 · 0.45%
Same employer
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X3 Staffing, Inc. UT$4.0M · 0.16%
Peczuh Printing Company UT$4.0M · 0.04%
Greenix Holdings, LLC UT$3.3M · 1.14%
Terratron, Inc. UT$2.5M · 0.56%
Fox Marketing, Inc. UT$2.1M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 933440195 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.