Plan Snapshot
- Plan Sponsor: Ball Ventures, LLC
- Sponsor EIN: 820531604
- Sponsor Address: P.O. BOX 51298, IDAHO FALLS, ID, 834051298
- Plan Type: 401(k)
- Total Participants: 900
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 900 | $10.8M | $770,591 | $1.0M |
| 2023 | 850 | $11.5M | $697,329 | $941,602 |
| 2022 | 231 | $8.9M | $764,113 | $1.0M |
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 |
|---|---|---|---|---|
| BRADY MARTZ | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY MARTZ — 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 | $52,956 | — | — | — | — |
| 2023 | $46,511 | — | — | — | — |
| 2022 | — | — | — | — | — |