Plan Snapshot
- Plan Sponsor: Idaho Operating Engineers-Employers Pens
- Sponsor EIN: 916075538
- Sponsor Address: PO BOX 3386, SPOKANE, WA, 992203386
- Plan Type: DB
- Total Participants: 625
- Total Assets: $151.9M
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. |
|---|---|---|---|---|
| 2025 | 625 | $151.9M | $0 | $0 |
| 2024 | 489 | $143.3M | $0 | $0 |
| 2023 | 413 | $137.1M | $0 | $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 |
|---|---|---|---|---|
| ANASTASI, MOORE AND MARTIN, PLLC | Auditor | $16,704 | — | $16,704 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI, MOORE AND MARTIN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,704
- Estimated Expense Ratio: 0.011% 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 | $1,248,866 | $555,215 | $374,701 | $16,704 | — |
| 2024 | $1,271,136 | $649,309 | $341,292 | $14,845 | — |
| 2023 | $1,190,279 | $657,290 | $268,461 | — | $135,834 |