Plan Snapshot
- Plan Sponsor: Intermountain Wood Products, INC.
- Sponsor EIN: 870142510
- Sponsor Address: 1948 S WEST TEMPLE, SALT LAKE CITY, UT, 84115
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 198
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 198 | $10.8M | $0 | $0 |
| 2024 | 145 | $9.1M | $218,716 | $591,399 |
| 2023 | 155 | $8.5M | $235,495 | $573,318 |
| 2022 | 153 | $6.9M | $240,149 | $626,390 |
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 |
|---|---|---|---|---|
| CAPTRUST INVESTMENT ADVISORS | Investment Advisor | $50,966 | — | $50,966 |
| MILLIMAN | Other Service Provider | $17,171 | — | $17,171 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,137
- Estimated Expense Ratio: 0.631% 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 |
|---|---|---|---|---|---|
| 2025 | $514,017 | $50,966 | — | — | — |
| 2024 | $85,264 | $68,109 | — | — | — |
| 2023 | $76,020 | $59,744 | — | — | — |
| 2022 | $72,322 | — | — | — | $72,322 |