# Intermountain Retail Store Employees Pension Plan Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/intermountain-retail-store-employees-pension-plan-board-of-trustees-plan

> Intermountain Retail Store Employees Pension Plan Board Of Trustees's DB plan: 3,644 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Intermountain Retail Store Employees Pension Plan Board Of Trustees

- **Sponsor EIN:** 916187192

- **Sponsor Address:** 11724 N.E. 195TH STREET, BOTHELL, WA, 980118242

- **Plan Type:** DB

- **Total Participants:** 3,644

- **Total Assets:** $206.5M

## 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.|

| 2024|3,644|$206.5M|$0|$0|

| 2023|3,762|$187.4M|$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|

| LEGACY PROFESSIONALS LLP|Auditor|$31,955|—|$31,955|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,955

- **Estimated Expense Ratio:** 0.015% 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|$1,456,955|$106,548|$324,026|$31,955|—|

| 2023|$1,328,576|$144,893|$324,000|—|$359,081|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/intermountain-retail-store-employees-pension-plan-board-of-trustees-plan)

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