Oquirrh Mountain Law Group 401(k) match, vesting and fees
What Oquirrh Mountain Law Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Traveller and Company, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Oquirrh Mountain Law Group: employer contribution per participant | $831 | |
| Peer median | $1,495 |
| Oquirrh Mountain Law Group: average balance | $29,176 | |
| Peer median | $34,563 |
| Oquirrh Mountain Law Group: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.51% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $3.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 124 | $3.4M | $96K | $831 | 0.45% | Not published | Form 5500 ↗ |
Common questions
Does Oquirrh Mountain Law Group match 401(k) contributions?
The match terms for the Oquirrh Mountain Law Group, PC 401 (K) have not been published from its filing yet. The plan year 2024 filing reports $96K in employer contributions, about $831 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oquirrh Mountain Law Group 401(k) match vested?
The vesting schedule for the Oquirrh Mountain Law Group, PC 401 (K) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oquirrh Mountain Law Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Oquirrh Mountain Law Group, PC.
I left Oquirrh Mountain Law Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oquirrh Mountain Law Group, PC, (801) 384-4100) or the recordkeeper, Fidelity Investments Institutional. The Oquirrh Mountain Law Group old 401(k) page lists the contacts from every plan filing. Find an old Oquirrh Mountain Law Group 401(k)
Data from the public Form 5500 annual reports Oquirrh Mountain Law Group filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Oquirrh Mountain Law Group. Not financial advice. Report a correction · Methodology