Plan Ledger DOL Form 5500 · updated monthly

Stonehenge of Orem LLC401(k)

STONEHENGE 401(K) PLAN · OREM, UT · plan year 2024

Reported admin expense ratio · 2024
1.28%

Stonehenge of Orem LLC reported $64,088 in plan administrative expenses for 2024: 1.28% of average plan assets, higher than ~90% of peers. 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 has held roughly steady near 1.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Utah (605th of 848), and 7,843rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$5,128,236
Participants with balances191
Active participants270
Employer contributions—
Employee contributions$321,172
Employer contribution per active participant—
Average account balance$26,849
Benefits paid to participants$588,885
Plan auditUnmodified (clean) audit opinion
AuditorLARSON & COMPANY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M · 191 accts
2023$4.9M · 190 accts
2022$4.4M · 225 accts
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 · 20243
AMERICAN TRUST COMPANY · Trustee (discretionary) · Contract administrator$34,900
INTERMOUNTAIN WEALTH MANAGEMENT · Investment advisory (plan)$18,938
LARSON & COMPANY, PC · Accounting / audit$10,250

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

Recordkeeper by year2
2024AMERICAN TRUST COMPANY
2023AMERICAN TRUST COMPANY

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Administrative cost history3
2024$64,088 · 1.28%
2023$63,088 · 1.37%
2022$63,019 · 1.33%
Similar plansHealth Care & Social Assistance · Utah
Regents Management LLC UT$5.6M · 0.85%
Impact Healthcare, LLC UT$5.6M · 0.96%
Ehh Holdco, Inc. UT$5.4M · 0.66%
Daywest Management, Inc. UT$5.3M · 0.39%
Carexm, LLC UT$4.7M · 1.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261325556 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.