Plan Snapshot
- Plan Sponsor: Pennant Services, INC.
- Sponsor EIN: 833612637
- Sponsor Address: 1675 E. RIVERSIDE DRIVE, SUITE 200, EAGLE, ID, 83616
- Plan Type: 401(k)
- Total Participants: 6,390
- Total Assets: $75.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 6,390 | $75.1M | $1.2M | $14.5M |
| 2023 | 4,332 | $53.2M | $862,702 | $10.7M |
| 2022 | 3,979 | $37.0M | $617,724 | $8.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $22,575 | — | $22,575 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,575
- Estimated Expense Ratio: 0.030% 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 | $455,562 | $17,276 | $1,200 | $22,575 | — |
| 2023 | $400,674 | $12,882 | — | $23,175 | — |
| 2022 | $270,388 | $7,454 | — | — | — |