Plan Snapshot
- Plan Sponsor: Atkinsons Market INC
- Sponsor EIN: 820224483
- Sponsor Address: PO BOX 2088, KETCHUM, ID, 83340
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $22.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 167 | $22.0M | $270,849 | $467,167 |
| 2023 | 150 | $19.8M | $268,870 | $452,404 |
| 2022 | 154 | $17.8M | $283,136 | $505,639 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LEAVITT, CHRISTENSEN & CO., PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEAVITT, CHRISTENSEN & CO., PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $60,324 | $41,475 | $18,849 | — | — |
| 2023 | $54,181 | $36,378 | $17,803 | — | — |
| 2022 | $59,365 | $38,335 | $21,030 | — | — |