Plan Snapshot
- Plan Sponsor: Digestive Health Clinic, LLC
- Sponsor EIN: 205294327
- Sponsor Address: 6259 W. EMERALD STREET, BOISE, ID, 837048731
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 129 | $13.3M | $1.0M | $325,786 |
| 2023 | 123 | $13.6M | $1.0M | $284,730 |
| 2022 | 86 | $11.4M | $679,343 | $232,679 |
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 |
|---|---|---|---|---|
| RATHBONE WARWICK INVESTMENT MGMT CO | INVESTMENT ADVISOR | $23,571 | — | $23,571 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $14,606 | — | $14,606 |
| PINNACLE PENSION SERVICES | CONTRACT ADMIN | $11,985 | — | $11,985 |
| LEAVITT CHRISTENSEN & CO., PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEAVITT CHRISTENSEN & CO., PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,162
- Estimated Expense Ratio: 0.376% 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 | $50,162 | $23,571 | $11,985 | — | — |
| 2023 | $1,081,891 | — | $44,503 | — | — |
| 2022 | $1,488,757 | — | $49,812 | — | — |