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  • planDoterra 401(K) PlanFinancial statementProvider compensation2023 filing
    $74.3Mreported assets (EOY)
    Sponsor: Doterra International LLCEIN: 26-1898940Plan: 001Participants: 2,707Assets: $74,302,712Net assets: $74.3MAssets / participant: $27.4KLocation: Pleasant Grove, UTLatest: 2023
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  • planHorrocks Engineers 401(K) PlanFinancial statementProvider compensation2023 filing
    $68.5Mreported assets (EOY)
    Sponsor: Horrocks Engineers, Inc.EIN: 87-0296502Plan: 001Participants: 977Assets: $68,531,828Net assets: $68.5MAssets / participant: $70.1KLocation: Pleasant Grove, UTLatest: 2023
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  • planSuse 401(K) PlanFinancial statementProvider compensation2023 filing
    $45.9Mreported assets (EOY)
    Sponsor: Suse, LLC.EIN: 45-4703967Plan: 001Participants: 894Assets: $45,927,470Net assets: $45.9MAssets / participant: $51.4KLocation: Pleasant Grove, UTLatest: 2023
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  • planKlas Enterprises, LLC 401(K) PlanFinancial statementProvider compensation2023 filing
    $23Mreported assets (EOY)
    Sponsor: Klas Enterprises, LLCEIN: 86-0878379Plan: 001Participants: 263Assets: $23,014,483Net assets: $23MAssets / participant: $87.5KLocation: Pleasant Grove, UTLatest: 2023
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  • planAlpine Pediatrics, P.C. Profit Sharing PlanFinancial statementProvider compensation2023 filing
    $21.5Mreported assets (EOY)
    Sponsor: Alpine Pediatrics, P.C.EIN: 87-0546501Plan: 001Participants: 129Assets: $21,541,524Net assets: $21.5MAssets / participant: $167KLocation: Pleasant Grove, UTLatest: 2023
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  • planAsea 401(K) PlanFinancial statementProvider compensation2023 filing
    $9.4Mreported assets (EOY)
    Sponsor: Asea, LLCEIN: 26-0871950Plan: 001Participants: 280Assets: $9,413,704Net assets: $9.4MAssets / participant: $33.6KLocation: Pleasant Grove, UTLatest: 2023
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  • planAlianza 401k PlanFinancial statementProvider compensation2023 filing
    $7.8Mreported assets (EOY)
    Sponsor: Alianza, Inc.EIN: 04-3818230Plan: 003Participants: 155Assets: $7,771,230Net assets: $7.8MAssets / participant: $50.1KLocation: Pleasant Grove, UTLatest: 2023
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  • planDental Intel 401(K) PlanFinancial statementProvider compensation2023 filing
    $7.3Mreported assets (EOY)
    Sponsor: Dental Intelligence, Inc.EIN: 46-3551770Plan: 001Participants: 265Assets: $7,293,809Net assets: $7.3MAssets / participant: $27.5KLocation: Pleasant Grove, UTLatest: 2023
    View financial statement