How big is Utah State Bar's plan?

Utah State Bar's plan reported $9.3M in assets and 48 participants for 2024.

Original filing (PDF)20250417184720NAL0001784833001

Utah State Bar

Name: Utah State Bar — Utah State Bar 401(k) Plan, Form 5500 (2024)
Creator: Utah State Bar
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Utah State Bar 401(k) Plan

401(k) retirement plan · Utah State Bar's Utah State Bar 401(k) Plan held $9.3M in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

People on this filing

Elizabeth Wright signed Utah State Bar's 2024 Form 5500 as plan administrator.

Elizabeth Wright — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Utah State Bar's EIN is 87-0271610.

EIN 87-0271610

Plan number 003

Plan year 2024

ACK ID 20250417184720NAL0001784833001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Utah State Bar from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Utah State Bar's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UTAH STATE BAR.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

UTAH STATE BAR

EIN

all filings

Address

645 SOUTH 200 EAST · SALT LAKE CITY, UT · 84111

Phone

(801) 297-7020

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-17

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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