# J.R. Simplot Company 401(k) Plan
Source: https://planprovider.pro/companies/j-r-simplot-company-401k-plan

> J.R. Simplot Company's 401(k) plan: 9,014 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J.R. Simplot Company

- **Sponsor EIN:** 820196611

- **Sponsor Address:** 1099 W. FRONT STREET, BOISE, ID, 83702

- **Plan Type:** 401(k)

- **Total Participants:** 9,014

- **Total Assets:** $1.6B

## 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|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|

| CBIZ CPAS P.C.|Auditor|$22,500|—|$22,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,500

- **Estimated Expense Ratio:** 0.001% 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|$1,045,831|$436,497|$104,650|$22,500|—|

| 2023|$982,570|$327,546|$101,279|$25,048|—|

| 2022|$333,381|—|—|—|$174,738|

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