Plan Snapshot
- Plan Sponsor: Idaho Trust Bank
- Sponsor EIN: 820474688
- Sponsor Address: 888 W. BROAD ST., BOISE, ID, 83702
- Plan Type: 401(k)
- Total Participants: 58
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 58 | $5.1M | $122,290 | $322,756 |
| 2023 | 53 | $4.2M | $116,710 | $337,231 |
| 2022 | 45 | $3.2M | $100,251 | $243,702 |