Plan Snapshot
- Plan Sponsor: Teton Valley Health Care, INC.
- Sponsor EIN: 454551946
- Sponsor Address: 120 E HOWARD ST, DRIGGS, ID, 834225112
- Plan Type: 401(k)
- Total Participants: 364
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 364 | $7.9M | $197,148 | $448,659 |
| 2023 | 206 | $6.4M | $153,757 | $632,732 |
| 2022 | 182 | $5.8M | $142,209 | $615,875 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $28,234 | — | $28,234 |
| 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: $28,234
- Estimated Expense Ratio: 0.356% 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 |
|---|---|---|---|---|---|
| 2024 | $28,234 | — | $28,234 | — | — |
| 2023 | $31,006 | — | $31,006 | — | — |
| 2022 | $30,618 | — | — | — | $30,618 |