Plan Snapshot
- Plan Sponsor: Peterson Motor Company
- Sponsor EIN: 820237924
- Sponsor Address: 9101 WEST FAIRVIEW AVE., BOISE, ID, 83704
- Plan Type: 401(k)
- Total Participants: 525
- Total Assets: $23.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 525 | $23.5M | $367,934 | $2.9M |
| 2023 | 518 | $20.8M | $326,095 | $2.6M |
| 2022 | 475 | $16.2M | $279,920 | $2.4M |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $132,160 | $40,974 | $91,186 | — | — |
| 2023 | $114,978 | $34,293 | $80,685 | — | — |
| 2022 | $120,592 | — | $120,592 | — | — |