Plan Snapshot
- Plan Sponsor: Bank Of Idaho Holding Company
- Sponsor EIN: 820496760
- Sponsor Address: 350 MEMORIAL DR. SUITE 200, IDAHO FALLS, ID, 83402
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 200 | $9.9M | $549,479 | $1.1M |
| 2023 | 213 | $7.9M | $345,179 | $710,820 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $26,240 | — | $26,240 |
| ELLIOTT COVE CAPITAL MANAGEMENT | Investment Advisor | $20,913 | $9 | $20,922 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,162
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 |
|---|---|---|---|---|---|
| 2025 | $11,169,507 | $15,393 | $26,968 | — | — |
| 2024 | $47,159 | $20,918 | $26,241 | — | — |
| 2023 | $22,922 | $6,391 | $16,531 | — | — |