Plan Snapshot
- Plan Sponsor: Industrial Ventilation, INC
- Sponsor EIN: 820293022
- Sponsor Address: 723 E. KARCHER ROAD, NAMPA, ID, 83687
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 67 | $8.3M | $156,433 | $515,031 |
| 2023 | 104 | $12.5M | $260,171 | $861,540 |
| 2022 | 93 | $10.7M | $219,446 | $790,484 |
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 |
|---|---|---|---|---|
| LEAVITT, CHISTENSEN & CO. PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEAVITT, CHISTENSEN & CO. PLLC — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $23,042 | $23,042 | — | — | — |
| 2023 | $46,310 | $13,812 | $32,498 | — | — |
| 2022 | $46,687 | $26,155 | $15,356 | — | $5,176 |