Plan Snapshot
- Plan Sponsor: Idaho Falls Community Hospital
- Sponsor EIN: 822576167
- Sponsor Address: 2327 CORONADO ST., IDAHO FALLS, ID, 83404
- Plan Type: 401(k)
- Total Participants: 532
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 532 | $8.2M | $590,696 | $1.2M |
| 2023 | 465 | $6.2M | $508,710 | $1.0M |
| 2022 | 419 | $4.5M | $512,923 | $1.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | Recordkeeper | $57,961 | — | $57,961 |
| EDWARD JONES | Investment Advisor | $17,951 | — | $17,951 |
| PINNACLE PENSION SERVICES | Recordkeeper | $10,459 | $3,590 | $14,049 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,961
- Estimated Expense Ratio: 1.093% 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 | $91,234 | $19,452 | $13,821 | — | — |
| 2023 | $70,762 | $12,785 | $17,094 | — | — |
| 2022 | $36,654 | $31,171 | $5,483 | — | — |