Plan Snapshot
- Plan Sponsor: The Terteling Company, INC.
- Sponsor EIN: 820180520
- Sponsor Address: 3858 GARDEN CENTER WAY, BOISE, ID, 83703
- Plan Type: 401(k)
- Total Participants: 1,403
- Total Assets: $183.2M
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. |
|---|---|---|---|---|
| 2024 | 1,403 | $183.2M | $6.1M | $12.0M |
| 2023 | 1,343 | $162.4M | $6.2M | $10.9M |
| 2022 | 1,211 | $136.7M | $5.3M | $9.3M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | $36,750 | — | $36,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,750
- Estimated Expense Ratio: 0.020% 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 | $308,176 | $195,765 | $300 | $36,750 | — |
| 2023 | $209,623 | $172,948 | $1,500 | $35,175 | — |
| 2022 | $143,289 | $138,685 | — | — | — |