Plan Snapshot
- Plan Sponsor: Compunet INC
- Sponsor EIN: 820505536
- Sponsor Address: 505 S FLORENCE STREET, GRANGEVILLE, ID, 83530
- Plan Type: 401(k)
- Total Participants: 349
- Total Assets: $53.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 349 | $53.8M | $2.5M | $3.6M |
| 2023 | 310 | $43.0M | $2.2M | $3.3M |
| 2022 | 280 | $32.2M | $1.9M | $2.7M |
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 |
|---|---|---|---|---|
| PINNACLE PENSION SERVICES | NONE | $7,645 | $9,493 | $17,138 |
| LPL FINANCIAL | INVESTMENT ADVISOR | $5,422 | — | $5,422 |
| SORREN CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,560
- Estimated Expense Ratio: 0.042% 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 | $10,645 | — | $7,645 | — | — |
| 2023 | $9,895 | — | $7,370 | — | — |
| 2022 | $3,375 | $1,480 | $1,895 | — | — |