Plan Snapshot
- Plan Sponsor: J.R. Simplot Company, LLC
- Sponsor EIN: 820196611
- Sponsor Address: P.O. BOX 27, BOISE, ID, 83707
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 12,751
- Total Assets: $1.8B
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. |
|---|---|---|---|---|
| 2025 | 12,751 | $1.8B | $0 | $0 |
| 2024 | 9,014 | $1.6B | $45.7M | $68.3M |
| 2023 | 9,027 | $1.4B | $46.9M | $62.9M |
| 2022 | 8,746 | $1.1B | $56.7M | $57.8M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | Recordkeeper | $480,784 | — | $480,784 |
| EDELMAN FINANCIAL ENGINES | Other Service Provider | $416,716 | — | $416,716 |
| VERUS | Other Service Provider | $79,798 | — | $79,798 |
| OGLETREE,DEAKINS,NASHSMOAK & STEWAR | ERISA Attorney | $23,522 | — | $23,522 |
| CBIZ CPAS P.C. | Auditor | $22,500 | — | $22,500 |
| SOCIAL FINANCE LLC | Other Service Provider | $10,998 | — | $10,998 |
| QDRO CONSULTANTS | Other Service Provider | $5,000 | — | $5,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,039,318
- Estimated Expense Ratio: 0.058% 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 | $163,557,755 | $416,716 | $115,850 | $23,000 | — |
| 2024 | $1,045,831 | $436,497 | $104,650 | $22,500 | — |
| 2023 | $982,570 | $327,546 | $101,279 | $25,048 | — |
| 2022 | $333,381 | — | — | — | $174,738 |