Plan Snapshot
- Plan Sponsor: Buck Knives, INC.
- Sponsor EIN: 952129305
- Sponsor Address: 660 S LOCHSA ST, POST FALLS, ID, 838545200
- Plan Type: 401(k)
- Total Participants: 373
- Total Assets: $12.8M
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. |
|---|---|---|---|---|
| 2024 | 373 | $12.8M | $142,529 | $715,428 |
| 2023 | 319 | $11.1M | $146,815 | $688,422 |
| 2022 | 326 | $10.1M | $139,051 | $645,316 |
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 | $48,671 | — | $48,671 |
| D A DAVIDSON & CO INC | Investment Advisor | $23,684 | $17 | $23,701 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- D A DAVIDSON & CO INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,372
- Estimated Expense Ratio: 0.565% of plan assets
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 | $72,363 | $23,692 | $48,671 | — | — |
| 2023 | $71,941 | $24,618 | $47,323 | — | — |
| 2022 | $64,323 | $17,527 | $46,796 | — | — |