Back to filter
Original filing (PDF)20250911164354NAL0000339843001
UTAH VALLEY DERMATOLOGY PC
Form 5500-SF
FILING_RECEIVED
UTAH VALLEY DERMATOLOGY PC RETIREMENT PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
67
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UTAH VALLEY DERMATOLOGY PC.
Plan sponsor
Name
UTAH VALLEY DERMATOLOGY PC
EIN
45-5330549
Address
680 EAST MAIN STREET, SUITE 201 · LEHI, UT · 84003
Phone
(801) 768-8800
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
SHAUN E. LAURIE, M.D., P.A.
SHAUN E. LAURIE, M.D., P.A. DEFINED BENEFIT PLAN
$2.4M · 7 participants
DAYTON EYECARE, INC.
DAYTON EYECARE INC CASH BALANCE PLAN
$2.4M · 1 participants
ELVIN R. GARCIA, MD, PA
ELVIN R. GARCIA, MD, PA CASH BALANCE PLAN
$2.4M · 15 participants
AUSTIN RHEUMATOLOGY & OSTEOPOROSIS ASSOCIATES LLP
AUSTIN RHEUMATOLOGY & OSTEOPOROSIS ASSOCIATION LLP 401(K) PLAN
$2.4M · 9 participants
VASCULAR CARE OF TEXAS, PLLC
VASCULAR CARE OF TEXAS 401(K) PLAN
$2.4M · 4 participants
OCEAN SPINE AND PAIN
OCEAN SPINE AND PAIN LLC 401K PROFIT SHARING PLAN
$2.4M · 7 participants
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants
