Plan Snapshot
- Plan Sponsor: T. Lariviere Equipment & Excavating, INC.
- Sponsor EIN: 208914273
- Sponsor Address: P.O. BOX 100, ATHOL, ID, 83801
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $4.3M
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 | 223 | $4.3M | $797,451 | $486,735 |
| 2023 | 204 | $2.9M | $644,775 | $357,764 |
| 2022 | 178 | $1.7M | $582,123 | $204,676 |
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 |
|---|---|---|---|---|
| ALPINE SUMMIT CPAS | Auditor | — | — | $0 |
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 | $53,939 | $690 | $43,674 | — | — |
| 2023 | $32,350 | $440 | $26,385 | — | — |
| 2022 | $18,987 | $2,714 | $13,273 | — | — |