Plan Snapshot
- Plan Sponsor: Electrical Wholesale Supply Co., INC.
- Sponsor EIN: 820254406
- Sponsor Address: 999 FLIGHTLINE DR, IDAHO FALLS, ID, 83402
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 138 | $12.4M | $425,000 | $502,748 |
| 2023 | 133 | $10.8M | $450,000 | $446,118 |
| 2022 | 129 | $8.9M | $400,000 | $452,165 |
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 |
|---|---|---|---|---|
| ASCENT RETIREMENT ADVISORS LLC | Investment Advisor | $41,417 | — | $41,417 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $13,107 | — | $13,107 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,524
- Estimated Expense Ratio: 0.439% 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 | $55,134 | $42,027 | — | — | — |
| 2023 | $49,550 | $36,874 | — | — | — |
| 2022 | $54,172 | $39,088 | $15,084 | — | — |