Plan Ledger DOL Form 5500 · updated monthly

Parr Brown Gee & Loveless, a Professional Corporation401(k)

PARR BROWN PROFIT SHARING PLAN · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Parr Brown Gee & Loveless, a Professional Corporation reported $110,334 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $27,503 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 rose from 0.08% to 0.09%. 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 64th-largest of 848 plans among Utah employers on file, and the 1,214th of 11,654 in professional & technical services. In 2024, the employer put in $1.97 for every $1.00 employees contributed themselves; active participation has grown from 96 to 118 since 2022.

Plan summary
Net assets, end of year$127,304,447
Participants with balances190
Active participants118
Employer contributions$3,245,369
Employee contributions$1,645,264
Employer contribution per active participant$27,503
Average account balance$670,023
Benefits paid to participants$8,975,569
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$127.3M · 190 accts · $3.2M emplr
2023$125.9M · 179 accts · $2.8M emplr
2022$115.3M · 168 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,563
Investment management$63,771
Total administrative$110,334
The Parr Brown Gee & Loveless, a Professional Corporation 401(k) match · 2024
Employer contribution per active participant$27,503
Median for plans this size$3,635
2024$27,503 per active participant
2023$25,647 per active participant
2022$26,568 per active participant

Parr Brown Gee & Loveless, a Professional Corporation'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
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$46,563
GLOBAL RETIREMENT PARTNERS LLC · Investment management$63,771

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$110,334 · 0.09%
2023$100,882 · 0.08%
2022$98,187 · 0.08%
Same employer
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Pluralsight, LLC UT$168.8M · 0.00%
Health Catalyst, Inc. UT$158.7M · 0.14%
Franklin Covey Co. UT$139.5M · 0.12%
Ray Quinney & Nebeker P. C. UT$123.0M · 0.00%
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Fabian van Cott UT$107.6M · 0.06%
Bamboo HR LLC UT$93.2M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870307691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.