Plan Snapshot
- Plan Sponsor: Idaho Urologic Institute, P.A.
- Sponsor EIN: 201300128
- Sponsor Address: 2855 E. MAGIC VIEW DR., MERIDIAN, ID, 836426245
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $24.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 123 | $24.5M | $819,034 | $505,007 |
| 2023 | 110 | $20.8M | $714,340 | $457,643 |
| 2022 | 111 | $17.3M | $691,425 | $367,363 |
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 |
|---|---|---|---|---|
| BETO FINANCIAL GROUP LLC | INVESTMENT ADVISOR | $44,266 | — | $44,266 |
| RIPLEY DOORN & COMPANY, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,266
- Estimated Expense Ratio: 0.181% 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 | $44,991 | $44,266 | — | — | — |
| 2023 | $44,405 | $43,380 | $1,025 | — | — |
| 2022 | $45,880 | $44,985 | $895 | — | — |