Plan Snapshot
- Plan Sponsor: T & K LLC
- Sponsor EIN: 200630068
- Sponsor Address: 859 S YELLOWSTONE HWY, SUITE 303, REXBURG, ID, 83440
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 212 | $2.2M | $182,920 | $247,454 |
| 2023 | 244 | $1.8M | $152,455 | $198,684 |
| 2022 | 209 | $1.2M | $177,353 | $263,698 |
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 |
|---|---|---|---|---|
| COOPER NORMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COOPER NORMAN — 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 | $5,650 | — | $5,650 | — | — |
| 2023 | $475 | — | $475 | — | — |
| 2022 | $650 | — | $650 | — | — |