Plan Ledger DOL Form 5500 · updated monthly

Squire & Company, PC 401(K) Plan401(k)

SQUIRE & COMPANY 401(K) PROFIT SHARING PLAN · OREM, UT · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Squire & Company, PC 401(K) Plan reported $2,075 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,633 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 169th-largest of 848 plans among Utah employers on file, and the 3,279th of 11,654 in professional & technical services. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,311,766
Participants with balances228
Active participants185
Employer contributions$857,138
Employee contributions$1,579,297
Employer contribution per active participant$4,633
Average account balance$176,806
Benefits paid to participants$2,518,942
Plan auditUnmodified (clean) audit opinion
AuditorLEE CPA GROUP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,075
Total administrative$2,075
The Squire & Company, PC 401(K) Plan 401(k) match · 2024
Employer contribution per active participant$4,633
Median for plans this size$2,416

Squire & Company, PC 401(K) Plan's 2024 employer contribution ran above the $2,416 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
ADP, INC. · Loan processing · Recordkeeping$1,422
ADP, INC. · Loan processing · Recordkeeping$1,422

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$2,075 · 0.01%
All plans at this employer2
SQUIRE & COMPANY 401(K) PROFIT SHARING PLAN401(k)
SQUIRE & COMPANY 401(K) PROFIT SHARING PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · Utah
Sirsidynix UT$53.4M · 0.03%
Strong & Hanni, P.C. UT$42.9M · 0.26%
Spectrum Engineers, Inc. UT$41.8M · 0.02%
Weave Communications, Inc. UT$38.8M · 0.36%
Degreed, Inc. UT$37.3M · 0.36%
Venafi, Inc. UT$37.3M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870343246 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.