Plan Snapshot
- Plan Sponsor: Idaho Agc Benefit Plan Trust
- Sponsor EIN: 820447719
- Sponsor Address: 1649 WEST SHORELINE DR., SUITE 100, BOISE, ID, 83702
- Plan Type: 401(k)
- Plan Number: 504
- Total Participants: 2,976
- Total Assets: $140,613
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,976 | $140,613 | $755,383 | $0 |
| 2023 | 2,750 | $108,299 | $298,309 | $0 |
| 2022 | 1,814 | $127,283 | $211,689 | $0 |
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 |
|---|---|---|---|---|
| IDAHO BRANCH INC, THE AGC | Recordkeeper | $18,928 | — | $18,928 |
| HARRIS CPAS, P.C. | Auditor | $13,701 | — | $13,701 |
| FRED A. MORETON & COMPANY | Other Service Provider | $8,561 | — | $8,561 |
| HUB INTERNATIONAL MOUNTAIN STATES | Other Service Provider | $6,571 | — | $6,571 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARRIS CPAS, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,761
- Estimated Expense Ratio: 33.966% 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 | $77,659 | — | — | $13,701 | — |
| 2023 | $100,163 | — | — | $13,000 | — |
| 2022 | $102,676 | — | — | — | $11,200 |