Plan Snapshot
- Plan Sponsor: High Road Peo, LLC
- Sponsor EIN: 863802120
- Sponsor Address: 1123 12TH AVE RD #467, NAMPA, ID, 83686
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 133
- Total Assets: $3.3M
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 | 133 | $3.3M | $122,900 | $323,312 |
| 2024 | 110 | $2.4M | $148,039 | $337,290 |
| 2022 | 0 | $0 | $0 | $823 |
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 |
|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | Recordkeeper | $24,032 | — | $24,032 |
| SLAVIC MUTUAL FUND MANAGEMENT CORP | Investment Advisor | $23,793 | — | $23,793 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,825
- Estimated Expense Ratio: 1.447% 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 |
|---|---|---|---|---|---|
| 2025 | $325,664 | — | — | — | — |
| 2024 | $50,142 | $886 | — | — | — |
| 2022 | $3,195 | — | — | — | — |