Plan Snapshot
- Plan Sponsor: R Y Timber INC.
- Sponsor EIN: 810423317
- Sponsor Address: 4414 SOUTH GEKELER LANE, BOISE, ID, 83716
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1
- Total Assets: $2.4M
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. |
|---|---|---|---|---|
| 2023 | 1 | $2.4M | $14,368 | $103,905 |
| 2022 | 87 | $6.8M | $32,761 | $206,102 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC. | Investment Advisor | $11,733 | — | $11,733 |
| PINNACLE PENSION SERVICES | Other Service Provider | $8,073 | — | $8,073 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $5,628 | — | $5,628 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,434
- Estimated Expense Ratio: 1.043% 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 |
|---|---|---|---|---|---|
| 2023 | $25,687 | $11,751 | $11,708 | — | — |
| 2022 | $34,783 | $16,352 | $8,077 | — | $10,354 |