Plan Snapshot
- Plan Sponsor: Ball Enterprises INC
- Sponsor EIN: 820456920
- Sponsor Address: 1090 E. LONA RD, IDAHO FALLS, ID, 83401
- Plan Type: 401(k)
- Total Participants: 826
- Total Assets: $4.2M
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 | 826 | $4.2M | $102,056 | $226,532 |
| 2023 | 932 | $5.9M | $239,264 | $461,778 |
| 2022 | 651 | $4.8M | $213,318 | $394,816 |
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 |
|---|---|---|---|---|
| POSTON, DENNEY, & KILLPACK, PLLC | Auditor | — | — | $0 |
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 | $27,148 | $11,741 | — | — | — |
| 2023 | $45,275 | $18,075 | — | — | — |
| 2022 | $43,096 | $18,263 | — | — | — |