Plan Snapshot
- Plan Sponsor: Idaho Pacific Holdings
- Sponsor EIN: 431806118
- Sponsor Address: 4723 EAST 100 NORTH, RIRIE, ID, 83443
- Plan Type: 401(k)
- Total Participants: 347
- Total Assets: $12.2M
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. |
|---|---|---|---|---|
| 2023 | 347 | $12.2M | $281,346 | $863,856 |
| 2022 | 349 | $11.6M | $166,253 | $844,021 |
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 |
|---|---|---|---|---|
| O'BRIEN & TOMCHACK & CO. CHARTERED | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2023 | $92,297 | $37,482 | — | — | — |
| 2022 | $104,982 | — | $104,982 | — | — |