Plan Snapshot
- Plan Sponsor: Rimon, P.C.
- Sponsor EIN: 208147375
- Sponsor Address: 1655 W FAIRVIEW AVE STE 102, BOISE, ID, 83702
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $23.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 105 | $23.3M | $637,949 | $1.4M |
| 2023 | 120 | $20.3M | $639,625 | $1.4M |
| 2022 | 157 | $16.9M | $758,555 | $1.7M |
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 |
|---|---|---|---|---|
| LEAVITT CHRISTNESEN & CO., PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEAVITT CHRISTNESEN & CO., PLLC — 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 | $1,731 | $1,168 | — | — | — |
| 2023 | $2,487 | $174 | — | — | — |
| 2022 | $4,991 | — | $4,991 | — | — |